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 | $15,071 | $70,606-78.7% | $53,898-72.0% | $142,382-89.4% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 20.69% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $660 | $1,202-45.1% | $932-29.1% | $4,299-84.6% |
| Participant deferral / active EE | $1,466 | $2,364-38.0% | $1,826-19.7% | $6,507-77.5% |
| Admin fee / account holder | $252 | $2,852-91.2% | $2,491-89.9% | $12,624-98.0% |