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 | $149,040-96.5% | $120,225-95.6% | $137,256-96.2% |
| Participation rate | 73.3% | 75.4%-2.1pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 22.28% | 605.68%-583.4pp | 439.23%-416.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $561 | $4,350-87.1% | $3,475-83.9% | $4,156-86.5% |
| Participant deferral / active EE | $841 | $4,655-81.9% | $3,999-79.0% | $6,407-86.9% |
| Admin fee / account holder | $25 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |