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 | $48,551 | $183,592-73.6% | $155,567-68.8% | $145,959-66.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.69% | 61.24%-44.6pp | 64.74%-48.0pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,659 | $5,315-68.8% | $4,674-64.5% | $4,661-64.4% |
| Participant deferral / active EE | $2,476 | $6,464-61.7% | $5,628-56.0% | $6,689-63.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |