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 | $26,895 | $49,138-45.3% | $84,015-68.0% | $65,185-58.7% |
| Participation rate | 99.1% | 60.7%+38.4pp | 69.0%+30.1pp | 70.2%+28.9pp |
| Annual return | 21.63% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,437 | $914+57.3% | $1,983-27.5% | $2,177-34.0% |
| Participant deferral / active EE | $1,910 | $2,397-20.3% | $3,239-41.0% | $3,514-45.6% |
| Admin fee / account holder | $298 | $543-45.1% | $6,101-95.1% | $847-64.8% |