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 | $61,101 | $197,825-69.1% | $155,790-60.8% | $125,391-51.3% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | 2.20% | 86.74%-84.5pp | 71.54%-69.3pp | 282.22%-280.0pp |
| Employer contribution / active EE | $2,051 | $4,847-57.7% | $3,836-46.5% | $4,866-57.8% |
| Participant deferral / active EE | $4,694 | $5,630-16.6% | $4,797-2.1% | $5,352-12.3% |
| Admin fee / account holder | $12 | $9,545-99.9% | $7,478-99.8% | $9,540-99.9% |