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 | $149,040-94.5% | $120,225-93.2% | $137,256-94.1% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 24.21% | 605.68%-581.5pp | 439.23%-415.0pp | 220.34%-196.1pp |
| Employer contribution / active EE | $905 | $4,350-79.2% | $3,475-74.0% | $4,156-78.2% |
| Participant deferral / active EE | $935 | $4,655-79.9% | $3,999-76.6% | $6,407-85.4% |
| Admin fee / account holder | $16 | $6,348-99.8% | $5,696-99.7% | $12,270-99.9% |