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 | $11,187 | $101,618-89.0% | $93,063-88.0% | $137,256-91.8% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 19.22% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $780 | $2,707-71.2% | $2,476-68.5% | $4,156-81.2% |
| Participant deferral / active EE | $1,407 | $4,279-67.1% | $3,958-64.5% | $6,407-78.0% |
| Admin fee / account holder | $22 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |