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 | $32,236 | $209,336-84.6% | $197,124-83.6% | $137,256-76.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 22.54% | 48.09%-25.5pp | 44.34%-21.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,076 | $6,591-68.5% | $6,227-66.7% | $4,156-50.1% |
| Participant deferral / active EE | $6,607 | $9,614-31.3% | $9,135-27.7% | $6,407+3.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |