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 5-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 | $15,033 | $57,590-73.9% | $86,233-82.6% | $82,448-81.8% |
| Participation rate | 96.3% | 57.9%+38.4pp | 69.0%+27.3pp | 68.1%+28.2pp |
| Annual return | 25.26% | 22.41%+2.8pp | 61.39%-36.1pp | 41.64%-16.4pp |
| Employer contribution / active EE | $2,700 | $1,655+63.1% | $2,504+7.8% | $2,551+5.8% |
| Participant deferral / active EE | $3,213 | $3,080+4.3% | $4,559-29.5% | $4,139-22.4% |
| Admin fee / account holder | $93 | $4,730-98.0% | $8,342-98.9% | $7,234-98.7% |