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 | $92,266 | $105,859-12.8% | $90,160+2.3% | $147,584-37.5% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 15.28% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $890 | $4,126-78.4% | $3,318-73.2% | $4,876-81.8% |
| Participant deferral / active EE | $3,537 | $5,733-38.3% | $5,288-33.1% | $5,439-35.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |