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 6-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 | $20,171 | $124,425-83.8% | $112,040-82.0% | $137,256-85.3% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 19.59% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,210 | $3,411-35.2% | $2,954-25.2% | $4,156-46.8% |
| Participant deferral / active EE | $3,737 | $5,718-34.7% | $5,098-26.7% | $6,407-41.7% |
| Admin fee / account holder | $56 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |