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 | $9,399 | $100,773-90.7% | $88,946-89.4% | $142,382-93.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.32% | 70.18%-49.9pp | 57.82%-37.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,199 | $2,918-58.9% | $2,555-53.1% | $4,299-72.1% |
| Participant deferral / active EE | $2,552 | $5,230-51.2% | $4,581-44.3% | $6,507-60.8% |
| Admin fee / account holder | $25 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |