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 7-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 | $9,895 | $101,618-90.3% | $93,063-89.4% | $137,256-92.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.98% | 223.95%-204.0pp | 34.15%-14.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $907 | $2,707-66.5% | $2,476-63.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,089 | $4,279-74.5% | $3,958-72.5% | $6,407-83.0% |
| Admin fee / account holder | $57 | $6,198-99.1% | $6,033-99.1% | $12,270-99.5% |