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 | $99,567 | $176,377-43.5% | $134,143-25.8% | $158,922-37.3% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 12.47% | 63.63%-51.2pp | 36.33%-23.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $805 | $5,040-84.0% | $3,704-78.3% | $4,761-83.1% |
| Participant deferral / active EE | $1,790 | $4,091-56.2% | $3,499-48.8% | $5,982-70.1% |
| Admin fee / account holder | $9 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |