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 | $22,497 | $111,724-79.9% | $93,606-76.0% | $145,922-84.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.62% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,302 | $3,090-57.9% | $2,420-46.2% | $4,660-72.1% |
| Participant deferral / active EE | $1,368 | $4,912-72.1% | $4,411-69.0% | $6,688-79.5% |
| Admin fee / account holder | $10 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |