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 4-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 | $6,379 | $74,888-91.5% | $71,209-91.0% | $142,382-95.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 20.60% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $994 | $2,854-65.2% | $2,721-63.5% | $4,299-76.9% |
| Participant deferral / active EE | $1,396 | $4,454-68.7% | $4,175-66.6% | $6,507-78.5% |
| Admin fee / account holder | $25 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |