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 | $20,653 | $113,339-81.8% | $94,993-78.3% | $147,584-86.0% |
| Participation rate | 84.2% | 78.0%+6.2pp | 73.9%+10.3pp | 82.8%+1.4pp |
| Annual return | 44.88% | 20.77%+24.1pp | 27.12%+17.8pp | 578.55%-533.7pp |
| Employer contribution / active EE | $5,249 | $3,160+66.1% | $2,603+101.6% | $4,876+7.7% |
| Participant deferral / active EE | $8,937 | $3,777+136.6% | $3,317+169.4% | $5,439+64.3% |
| Admin fee / account holder | $190 | $6,063-96.9% | $4,960-96.2% | $10,885-98.3% |