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 | $20,233 | $210,648-90.4% | $177,989-88.6% | $145,922-86.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 11.32% | 385.86%-374.5pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,992 | $6,958-57.0% | $6,276-52.3% | $6,688-55.3% |
| Admin fee / account holder | $7 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |