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 | $131,323 | $152,587-13.9% | $125,175+4.9% | $152,861-14.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 23.88% | 54.84%-31.0pp | 43.79%-19.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,117 | $4,946-57.2% | $3,865-45.2% | $4,762-55.5% |
| Participant deferral / active EE | $9,620 | $5,868+63.9% | $4,937+94.9% | $5,850+64.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |