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 | $89,476 | $105,181-14.9% | $159,436-43.9% | $85,850+4.2% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.8%+7.9pp | 69.3%+21.5pp |
| Annual return | 119.68% | 45.07%+74.6pp | 263.57%-143.9pp | 318.53%-198.8pp |
| Employer contribution / active EE | $739 | $3,318-77.7% | $4,829-84.7% | $2,565-71.2% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $193 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |