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 7-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 | $20,618 | $99,919-79.4% | - | $158,922-87.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 48.82% | 35.31%+13.5pp | - | 302.83%-254.0pp |
| Employer contribution / active EE | $2,019 | $3,686-45.2% | - | $4,761-57.6% |
| Participant deferral / active EE | $9,588 | $4,771+101.0% | - | $5,982+60.3% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |