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 | $33,419 | $54,541-38.7% | $78,778-57.6% | $70,131-52.3% |
| Participation rate | 94.4% | 60.8%+33.6pp | 69.2%+25.3pp | 69.5%+24.9pp |
| Annual return | 25.41% | 21.07%+4.3pp | 35.62%-10.2pp | 73.14%-47.7pp |
| Employer contribution / active EE | $1,476 | $1,089+35.6% | $1,986-25.6% | $2,342-37.0% |
| Participant deferral / active EE | $3,447 | $2,210+56.0% | $2,958+16.5% | $3,332+3.5% |
| Admin fee / account holder | $100 | $3,709-97.3% | $5,134-98.1% | $4,645-97.9% |