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 | $31,990 | $54,541-41.3% | $78,778-59.4% | $70,131-54.4% |
| Participation rate | 96.5% | 60.8%+35.7pp | 69.2%+27.3pp | 69.5%+27.0pp |
| Annual return | 14.84% | 21.07%-6.2pp | 35.62%-20.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $5,838 | $1,089+436.4% | $1,986+194.0% | $2,342+149.2% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |