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 | $23,553 | $60,124-60.8% | $90,404-73.9% | $79,858-70.5% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 69.6%+24.6pp |
| Annual return | 16.12% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,532 | $2,068+22.4% | $3,262-22.4% | $2,471+2.5% |
| Participant deferral / active EE | $4,020 | $2,938+36.8% | $3,963+1.4% | $3,740+7.5% |
| Admin fee / account holder | $260 | $3,976-93.5% | $5,611-95.4% | $5,306-95.1% |