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 10-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 | $13,697 | $90,600-84.9% | $79,464-82.8% | $135,375-89.9% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | 7.67% | 977.43%-969.8pp | 718.14%-710.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $168 | $3,068-94.5% | $2,800-94.0% | $4,779-96.5% |
| Participant deferral / active EE | $1,093 | $4,050-73.0% | $3,704-70.5% | $5,609-80.5% |
| Admin fee / account holder | $169 | $5,907-97.1% | $5,113-96.7% | $10,827-98.4% |