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 | $112,976 | $152,587-26.0% | $125,175-9.7% | $152,861-26.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 15.11% | 54.84%-39.7pp | 43.79%-28.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,713 | $4,946-65.4% | $3,865-55.7% | $4,762-64.0% |
| Participant deferral / active EE | $2,642 | $5,868-55.0% | $4,937-46.5% | $5,850-54.8% |
| Admin fee / account holder | $111 | $13,434-99.2% | $9,702-98.9% | $11,596-99.0% |