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 | $85,915 | $176,812-51.4% | $146,665-41.4% | $167,490-48.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 16.95% | 24.03%-7.1pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,006 | $5,160-61.1% | $4,136-51.5% | $4,837-58.5% |
| Participant deferral / active EE | $3,104 | $6,440-51.8% | $5,506-43.6% | $6,341-51.1% |
| Admin fee / account holder | $8 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |