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 | $43,115 | $180,449-76.1% | $154,107-72.0% | $135,375-68.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.15% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,307 | $6,035-78.3% | $5,298-75.3% | $4,779-72.7% |
| Participant deferral / active EE | $2,806 | $5,806-51.7% | $5,081-44.8% | $5,609-50.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |