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 3-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 | $4,749 | $101,618-95.3% | $93,063-94.9% | $137,256-96.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 19.55% | 223.95%-204.4pp | 34.15%-14.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $500 | $2,707-81.5% | $2,476-79.8% | $4,156-88.0% |
| Participant deferral / active EE | $966 | $4,279-77.4% | $3,958-75.6% | $6,407-84.9% |
| Admin fee / account holder | $35 | $6,198-99.4% | $6,033-99.4% | $12,270-99.7% |