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 | $15,514 | $77,634-80.0% | $156,549-90.1% | $62,891-75.3% |
| Participation rate | 88.4% | 71.2%+17.2pp | 84.0%+4.4pp | 69.3%+19.1pp |
| Annual return | 32.29% | 50.32%-18.0pp | 32.23%+0.1pp | 20.14%+12.1pp |
| Employer contribution / active EE | $1,106 | $3,444-67.9% | $5,501-79.9% | $2,281-51.5% |
| Participant deferral / active EE | $1,243 | $3,045-59.2% | $4,871-74.5% | $3,203-61.2% |
| Admin fee / account holder | $44 | $5,561-99.2% | $13,027-99.7% | $4,296-99.0% |