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 | $47,302 | $168,632-71.9% | $147,614-68.0% | $125,391-62.3% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 0.67% | 77.65%-77.0pp | 61.98%-61.3pp | 282.22%-281.6pp |
| Employer contribution / active EE | $5,253 | $6,252-16.0% | $5,564-5.6% | $4,866+7.9% |
| Participant deferral / active EE | $4,803 | $5,507-12.8% | $4,895-1.9% | $5,352-10.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |