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 | $5,270 | $158,398-96.7% | $126,539-95.8% | $142,382-96.3% |
| Participation rate | 73.3% | 75.8%-2.5pp | 69.8%+3.5pp | 80.1%-6.8pp |
| Annual return | 22.28% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $561 | $4,650-87.9% | $3,674-84.7% | $4,299-87.0% |
| Participant deferral / active EE | $841 | $4,767-82.4% | $4,083-79.4% | $6,507-87.1% |
| Admin fee / account holder | $25 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |