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 | $13,867 | $177,572-92.2% | $154,803-91.0% | $142,382-90.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 22.07% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,590 | $4,810-67.0% | $4,305-63.1% | $4,299-63.0% |
| Participant deferral / active EE | $2,318 | $6,272-63.0% | $5,540-58.2% | $6,507-64.4% |
| Admin fee / account holder | $27 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |