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 | $21,434 | $45,863-53.3% | $77,024-72.2% | $68,494-68.7% |
| Participation rate | 85.3% | 55.9%+29.4pp | 67.9%+17.4pp | 67.9%+17.4pp |
| Annual return | 16.33% | 1.72%+14.6pp | 42.32%-26.0pp | -7.84%+24.2pp |
| Employer contribution / active EE | $3,458 | $1,650+109.6% | $2,812+22.9% | $2,596+33.2% |
| Participant deferral / active EE | $8,605 | $2,962+190.5% | $4,426+94.4% | $4,027+113.7% |
| Admin fee / account holder | $22 | $3,041-99.3% | $5,425-99.6% | $5,403-99.6% |