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 9-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 | $8,500 | $34,308-75.2% | $74,701-88.6% | $72,985-88.4% |
| Participation rate | 70.4% | 42.4%+28.0pp | 54.5%+15.9pp | 69.5%+0.9pp |
| Annual return | 31.71% | 26.58%+5.1pp | 752.92%-721.2pp | 81.00%-49.3pp |
| Employer contribution / active EE | $1,142 | $692+65.2% | $1,084+5.4% | $2,440-53.2% |
| Participant deferral / active EE | $2,657 | $1,271+109.0% | $1,964+35.3% | $3,607-26.3% |
| Admin fee / account holder | $182 | $2,124-91.4% | $3,333-94.5% | $5,124-96.5% |