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 | $105,835 | $127,065-16.7% | $113,168-6.5% | $142,382-25.7% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 11.66% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,376 | $3,442-60.0% | $2,975-53.7% | $4,299-68.0% |
| Participant deferral / active EE | $3,943 | $5,716-31.0% | $5,107-22.8% | $6,507-39.4% |
| Admin fee / account holder | $74 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |