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 | $116,269 | $152,587-23.8% | $125,175-7.1% | $152,861-23.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 22.03% | 54.84%-32.8pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,744 | $4,946-64.8% | $3,865-54.9% | $4,762-63.4% |
| Participant deferral / active EE | $4,844 | $5,868-17.5% | $4,937-1.9% | $5,850-17.2% |
| Admin fee / account holder | $26 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |