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 | $91,898 | $176,812-48.0% | $146,665-37.3% | $167,490-45.1% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 15.56% | 24.03%-8.5pp | 22.74%-7.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,189 | $6,440-50.5% | $5,506-42.1% | $6,341-49.7% |
| Admin fee / account holder | $222 | $13,259-98.3% | $10,280-97.8% | $12,309-98.2% |