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 | $6,687 | $93,024-92.8% | $77,024-91.3% | $134,475-95.0% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -20.46% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $933 | $3,418-72.7% | $2,812-66.8% | $4,740-80.3% |
| Participant deferral / active EE | $1,734 | $5,238-66.9% | $4,426-60.8% | $6,400-72.9% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |