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 3-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 | $9,319 | $104,974-91.1% | $95,585-90.3% | $142,382-93.5% |
| Participation rate | 92.9% | 75.0%+17.9pp | 72.1%+20.8pp | 80.1%+12.7pp |
| Annual return | 26.43% | 210.33%-183.9pp | 38.56%-12.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,553 | $2,779-44.1% | $2,527-38.5% | $4,299-63.9% |
| Participant deferral / active EE | $1,913 | $4,352-56.0% | $4,023-52.4% | $6,507-70.6% |
| Admin fee / account holder | $7 | $6,386-99.9% | $6,127-99.9% | $12,624-99.9% |