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 | $52,278 | $152,587-65.7% | $125,175-58.2% | $152,861-65.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.64% | 54.84%-35.2pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,943 | $4,946-20.3% | $3,865+2.0% | $4,762-17.2% |
| Participant deferral / active EE | $5,955 | $5,868+1.5% | $4,937+20.6% | $5,850+1.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |