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 | $117,468 | $117,983-0.4% | $101,794+15.4% | $142,382-17.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 12.83% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $812 | $2,773-70.7% | $2,289-64.5% | $4,299-81.1% |
| Participant deferral / active EE | $1,874 | $4,714-60.2% | $4,084-54.1% | $6,507-71.2% |
| Admin fee / account holder | $193 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |