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 9-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 | $23,196 | $50,082-53.7% | $93,406-75.2% | $79,858-71.0% |
| Participation rate | 79.8% | 60.9%+18.9pp | 66.8%+13.0pp | 69.6%+10.2pp |
| Annual return | 12.58% | 24.59%-12.0pp | 78.05%-65.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,713 | $1,303+31.4% | $2,075-17.4% | $2,471-30.7% |
| Participant deferral / active EE | $2,960 | $2,212+33.8% | $3,126-5.3% | $3,740-20.9% |
| Admin fee / account holder | $214 | $3,454-93.8% | $5,230-95.9% | $5,306-96.0% |