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 | $9,832 | $29,660-66.9% | $56,411-82.6% | $80,856-87.8% |
| Participation rate | 89.6% | 41.6%+47.9pp | 52.5%+37.1pp | 67.6%+21.9pp |
| Annual return | 18.23% | 35.23%-17.0pp | 1701.33%-1683.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,127 | $669+217.8% | $1,039+104.8% | $2,755-22.8% |
| Participant deferral / active EE | $3,405 | $1,226+177.7% | $1,952+74.4% | $4,296-20.7% |
| Admin fee / account holder | $292 | $2,428-88.0% | $2,829-89.7% | $6,918-95.8% |