See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,644 | $152,587-65.5% | $125,175-57.9% | $152,861-65.6% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 24.70% | 54.84%-30.1pp | 43.79%-19.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $5,983 | $4,946+21.0% | $3,865+54.8% | $4,762+25.6% |
| Participant deferral / active EE | $8,435 | $5,868+43.7% | $4,937+70.9% | $5,850+44.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |