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 5-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 | $7,282 | $70,606-89.7% | $53,898-86.5% | $142,382-94.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 26.15% | 619.81%-593.7pp | 528.60%-502.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $618 | $1,202-48.6% | $932-33.7% | $4,299-85.6% |
| Participant deferral / active EE | $2,032 | $2,364-14.0% | $1,826+11.3% | $6,507-68.8% |
| Admin fee / account holder | $59 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |