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 | $4,216 | $74,888-94.4% | $71,209-94.1% | $142,382-97.0% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 20.40% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $507 | $2,854-82.3% | $2,721-81.4% | $4,299-88.2% |
| Participant deferral / active EE | $865 | $4,454-80.6% | $4,175-79.3% | $6,507-86.7% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |