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 | $6,559 | $74,888-91.2% | $71,209-90.8% | $142,382-95.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 15.48% | 345.14%-329.7pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $760 | $2,854-73.4% | $2,721-72.1% | $4,299-82.3% |
| Participant deferral / active EE | $1,084 | $4,454-75.7% | $4,175-74.0% | $6,507-83.3% |
| Admin fee / account holder | $198 | $5,568-96.5% | $5,349-96.3% | $12,624-98.4% |