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 | $150,745 | $110,809+36.0% | $86,874+73.5% | $167,490-10.0% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 11.00% | 116.98%-106.0pp | 63.52%-52.5pp | 478.56%-467.6pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,360 | $4,546-48.1% | $3,699-36.2% | $6,341-62.8% |
| Admin fee / account holder | $29 | $8,415-99.7% | $5,828-99.5% | $12,309-99.8% |