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 8-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 | $7,428 | $118,427-93.7% | $66,042-88.8% | $142,382-94.8% |
| Participation rate | 81.0% | 68.1%+12.8pp | 67.5%+13.4pp | 80.1%+0.8pp |
| Annual return | 16.82% | 35.57%-18.7pp | 52.11%-35.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $427 | $2,570-83.4% | $1,579-72.9% | $4,299-90.1% |
| Participant deferral / active EE | $1,579 | $4,311-63.4% | $2,835-44.3% | $6,507-75.7% |
| Admin fee / account holder | $264 | $9,593-97.3% | $5,747-95.4% | $12,624-97.9% |