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 6-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 | $19,192 | $116,167-83.5% | $64,489-70.2% | $137,256-86.0% |
| Participation rate | 86.7% | 68.2%+18.5pp | 67.7%+19.0pp | 80.0%+6.7pp |
| Annual return | 17.94% | 36.55%-18.6pp | 55.03%-37.1pp | 220.34%-202.4pp |
| Employer contribution / active EE | $836 | $2,483-66.3% | $1,523-45.1% | $4,156-79.9% |
| Participant deferral / active EE | $1,753 | $4,215-58.4% | $2,778-36.9% | $6,407-72.6% |
| Admin fee / account holder | $88 | $6,188-98.6% | $4,260-97.9% | $12,270-99.3% |