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 | $22,725 | $109,327-79.2% | $89,391-74.6% | $158,922-85.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 7.60% | 345.68%-338.1pp | 245.62%-238.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $849 | $3,170-73.2% | $2,586-67.2% | $4,761-82.2% |
| Participant deferral / active EE | $7,800 | $4,598+69.6% | $3,890+100.5% | $5,982+30.4% |
| Admin fee / account holder | $36 | $6,153-99.4% | $4,881-99.3% | $11,246-99.7% |