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 | $147,270 | $72,177+104.0% | $115,037+28.0% | $59,632+147.0% |
| Participation rate | 94.8% | 72.6%+22.3pp | 81.4%+13.5pp | 68.7%+26.2pp |
| Annual return | 0.08% | 12.02%-11.9pp | 26.14%-26.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $882 | $2,841-69.0% | $4,608-80.9% | $2,203-60.0% |
| Participant deferral / active EE | $13,361 | $4,783+179.3% | $6,026+121.7% | $3,192+318.6% |
| Admin fee / account holder | $22 | $4,927-99.6% | $8,175-99.7% | $4,297-99.5% |