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 | $86,201 | $99,341-13.2% | $84,750+1.7% | $273,961-68.5% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 14.95% | 22.93%-8.0pp | 22.78%-7.8pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,903 | $4,214-54.8% | $3,574-46.8% | $4,869-60.9% |
| Participant deferral / active EE | $2,383 | $4,269-44.2% | $3,712-35.8% | $5,287-54.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |