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 | $22,593 | $48,046-53.0% | $84,611-73.3% | $72,985-69.0% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 54.68% | 37.38%+17.3pp | 258.74%-204.1pp | 81.00%-26.3pp |
| Employer contribution / active EE | $1,812 | $1,602+13.1% | $2,652-31.7% | $2,440-25.8% |
| Participant deferral / active EE | $2,236 | $2,680-16.6% | $3,899-42.6% | $3,607-38.0% |
| Admin fee / account holder | $31 | $3,395-99.1% | $4,912-99.4% | $5,124-99.4% |