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 | $86,559 | $98,750-12.3% | $149,696-42.2% | $79,858+8.4% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.5%-5.3pp | 69.6%+7.5pp |
| Annual return | 22.04% | 27.43%-5.4pp | 276.60%-254.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,184 | $5,680+79.3% | $6,842+48.9% | $3,740+172.3% |
| Admin fee / account holder | $30 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |