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 | $92,268 | $102,317-9.8% | $146,958-37.2% | $80,856+14.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.8pp | 67.6%+30.4pp |
| Annual return | 12.58% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,391 | $3,713+45.2% | $4,933+9.3% | $2,755+95.7% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $223 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |