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 | $48,147 | $99,079-51.4% | $77,999-38.3% | $273,961-82.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 12.37% | 217.93%-205.6pp | 425.96%-413.6pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,573 | $3,308-22.2% | $2,470+4.2% | $4,869-47.1% |
| Participant deferral / active EE | $4,530 | $4,306+5.2% | $3,497+29.5% | $5,287-14.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |