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 | $9,658 | $72,071-86.6% | $68,368-85.9% | $137,256-93.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 18.11% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,270 | $2,788-54.4% | $2,649-52.1% | $4,156-69.4% |
| Participant deferral / active EE | $1,399 | $4,410-68.3% | $4,123-66.1% | $6,407-78.2% |
| Admin fee / account holder | $59 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |