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 | $22,755 | $48,046-52.6% | $84,611-73.1% | $72,985-68.8% |
| Participation rate | 87.5% | 57.6%+29.9pp | 68.2%+19.3pp | 69.5%+18.0pp |
| Annual return | 28.15% | 37.38%-9.2pp | 258.74%-230.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $2,050 | $1,602+28.0% | $2,652-22.7% | $2,440-16.0% |
| Participant deferral / active EE | $2,750 | $2,680+2.6% | $3,899-29.5% | $3,607-23.8% |
| Admin fee / account holder | $127 | $3,395-96.2% | $4,912-97.4% | $5,124-97.5% |