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 | $49,663 | $180,449-72.5% | $154,107-67.8% | $135,375-63.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -6.74% | 888.09%-894.8pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,328 | $6,035-61.4% | $5,298-56.1% | $4,779-51.3% |
| Participant deferral / active EE | $4,338 | $5,806-25.3% | $5,081-14.6% | $5,609-22.7% |
| Admin fee / account holder | $5 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |