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 | $31,657 | $95,416-66.8% | $185,823-83.0% | $85,850-63.1% |
| Participation rate | 78.8% | 68.8%+10.0pp | 81.7%-2.9pp | 69.3%+9.5pp |
| Annual return | 15.31% | 23.59%-8.3pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $577 | $3,314-82.6% | $5,167-88.8% | $2,565-77.5% |
| Participant deferral / active EE | $3,443 | $3,423+0.6% | $5,568-38.2% | $3,952-12.9% |
| Admin fee / account holder | $2 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |