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 5-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 | $7,606 | $70,606-89.2% | $53,898-85.9% | $142,382-94.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 19.24% | 619.81%-600.6pp | 528.60%-509.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $753 | $1,202-37.4% | $932-19.2% | $4,299-82.5% |
| Participant deferral / active EE | $927 | $2,364-60.8% | $1,826-49.2% | $6,507-85.8% |
| Admin fee / account holder | $228 | $2,852-92.0% | $2,491-90.8% | $12,624-98.2% |