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 | $46,476 | $138,065-66.3% | $123,544-62.4% | $135,375-65.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.55% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,459 | $5,151-32.9% | $4,628-25.3% | $4,779-27.6% |
| Participant deferral / active EE | $5,170 | $6,799-24.0% | $6,426-19.5% | $5,609-7.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |