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 | $20,325 | $100,901-79.9% | $75,670-73.1% | $147,584-86.2% |
| Participation rate | 90.0% | 77.1%+12.9pp | 72.3%+17.7pp | 82.8%+7.2pp |
| Annual return | 17.83% | 35.78%-18.0pp | 27.34%-9.5pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,740 | $3,253+15.0% | $2,352+59.0% | $4,876-23.3% |
| Participant deferral / active EE | $1,922 | $4,027-52.3% | $3,142-38.8% | $5,439-64.7% |
| Admin fee / account holder | $185 | $11,285-98.4% | $5,800-96.8% | $10,885-98.3% |