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 8-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 | $22,118 | $95,416-76.8% | $185,823-88.1% | $85,850-74.2% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 13.48% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $12,273 | $3,314+270.4% | $5,167+137.5% | $2,565+378.5% |
| Participant deferral / active EE | $2,627 | $3,423-23.3% | $5,568-52.8% | $3,952-33.5% |
| Admin fee / account holder | $106 | $7,213-98.5% | $16,237-99.3% | $6,260-98.3% |