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 | $8,146 | $158,398-94.9% | $126,539-93.6% | $142,382-94.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 24.21% | 593.76%-569.6pp | 425.95%-401.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $905 | $4,650-80.5% | $3,674-75.4% | $4,299-79.0% |
| Participant deferral / active EE | $935 | $4,767-80.4% | $4,083-77.1% | $6,507-85.6% |
| Admin fee / account holder | $16 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |