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 | $46,954 | $180,449-74.0% | $154,107-69.5% | $135,375-65.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.30% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,956 | $6,035-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $4,115 | $5,806-29.1% | $5,081-19.0% | $5,609-26.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |