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 | $27,818 | $53,127-47.6% | $86,590-67.9% | $70,131-60.3% |
| Participation rate | 96.9% | 65.3%+31.6pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 18.58% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,705 | $2,068+30.8% | $2,839-4.7% | $2,342+15.5% |
| Participant deferral / active EE | $4,795 | $2,696+77.9% | $3,609+32.9% | $3,332+43.9% |
| Admin fee / account holder | $127 | $3,585-96.5% | $4,906-97.4% | $4,645-97.3% |