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 | $44,151 | $180,449-75.5% | $154,107-71.4% | $135,375-67.4% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -5.95% | 888.09%-894.0pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,121 | $6,035-31.7% | $5,298-22.2% | $4,779-13.8% |
| Participant deferral / active EE | $2,905 | $5,806-50.0% | $5,081-42.8% | $5,609-48.2% |
| Admin fee / account holder | $239 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |