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 | $20,067 | $48,046-58.2% | $84,611-76.3% | $72,985-72.5% |
| Participation rate | 85.2% | 57.6%+27.6pp | 68.2%+17.0pp | 69.5%+15.7pp |
| Annual return | 20.99% | 37.38%-16.4pp | 258.74%-237.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,696 | $1,602+130.7% | $2,652+39.4% | $2,440+51.5% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $223 | $3,395-93.4% | $4,912-95.5% | $5,124-95.6% |