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 | $49,232 | $180,449-72.7% | $154,107-68.1% | $135,375-63.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.26% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,602 | $6,035-23.7% | $5,298-13.1% | $4,779-3.7% |
| Participant deferral / active EE | $4,043 | $5,806-30.4% | $5,081-20.4% | $5,609-27.9% |
| Admin fee / account holder | $141 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |