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 7-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 | $8,673 | $110,502-92.2% | $80,716-89.3% | $167,490-94.8% |
| Participation rate | 72.2% | 64.0%+8.3pp | 54.2%+18.1pp | 82.1%-9.9pp |
| Annual return | 18.63% | 120.54%-101.9pp | 87.28%-68.6pp | 478.56%-459.9pp |
| Employer contribution / active EE | $817 | $1,543-47.1% | $1,160-29.6% | $4,837-83.1% |
| Participant deferral / active EE | $1,298 | $2,871-54.8% | $2,146-39.5% | $6,341-79.5% |
| Admin fee / account holder | $26 | $4,545-99.4% | $3,380-99.2% | $12,309-99.8% |