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 | $25,131 | $48,570-48.3% | $130,648-80.8% | $72,985-65.6% |
| Participation rate | 75.4% | 58.6%+16.9pp | 71.7%+3.7pp | 69.5%+6.0pp |
| Annual return | 22.80% | 38.63%-15.8pp | 1708.96%-1686.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,493 | $1,334+11.9% | $4,092-63.5% | $2,440-38.8% |
| Participant deferral / active EE | $2,629 | $2,384+10.3% | $3,603-27.0% | $3,607-27.1% |
| Admin fee / account holder | $136 | $3,549-96.2% | $5,464-97.5% | $5,124-97.3% |