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 | $19,107 | $158,398-87.9% | $126,539-84.9% | $142,382-86.6% |
| Participation rate | 93.8% | 75.8%+17.9pp | 69.8%+23.9pp | 80.1%+13.6pp |
| Annual return | 15.48% | 593.76%-578.3pp | 425.95%-410.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,387 | $4,650-48.7% | $3,674-35.0% | $4,299-44.5% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $240 | $6,918-96.5% | $6,065-96.0% | $12,624-98.1% |