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 | $82,296 | $152,587-46.1% | $125,175-34.3% | $152,861-46.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 18.45% | 54.84%-36.4pp | 43.79%-25.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,567 | $4,946-48.1% | $3,865-33.6% | $4,762-46.1% |
| Participant deferral / active EE | $2,894 | $5,868-50.7% | $4,937-41.4% | $5,850-50.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |