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 | $94,367 | $157,256-40.0% | $141,162-33.1% | $152,861-38.3% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 22.67% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,948 | $7,109+110.3% | $6,709+122.8% | $5,850+155.5% |
| Admin fee / account holder | $60 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |