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 | $49,548 | $180,449-72.5% | $154,107-67.8% | $135,375-63.4% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -7.18% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,029 | $6,035-66.4% | $5,298-61.7% | $4,779-57.5% |
| Participant deferral / active EE | $4,234 | $5,806-27.1% | $5,081-16.7% | $5,609-24.5% |
| Admin fee / account holder | $116 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |