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 3-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 | $27,979 | $158,398-82.3% | $126,539-77.9% | $142,382-80.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 19.82% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,549 | $4,650-66.7% | $3,674-57.8% | $4,299-64.0% |
| Participant deferral / active EE | $2,408 | $4,767-49.5% | $4,083-41.0% | $6,507-63.0% |
| Admin fee / account holder | $63 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |