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 | $101,164 | $99,652+1.5% | $78,778+28.4% | $147,584-31.5% |
| Participation rate | 86.7% | 76.2%+10.4pp | 69.2%+17.5pp | 82.8%+3.8pp |
| Annual return | 22.62% | 47.28%-24.7pp | 35.62%-13.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,478 | $3,664-32.4% | $2,958-16.3% | $5,439-54.4% |
| Admin fee / account holder | $263 | $7,155-96.3% | $5,134-94.9% | $10,885-97.6% |