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 | $7,984 | $149,040-94.6% | $120,225-93.4% | $137,256-94.2% |
| Participation rate | 93.3% | 75.4%+17.9pp | 69.6%+23.8pp | 80.0%+13.4pp |
| Annual return | 15.48% | 605.68%-590.2pp | 439.23%-423.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $453 | $4,350-89.6% | $3,475-87.0% | $4,156-89.1% |
| Participant deferral / active EE | $453 | $4,655-90.3% | $3,999-88.7% | $6,407-92.9% |
| Admin fee / account holder | $143 | $6,348-97.7% | $5,696-97.5% | $12,270-98.8% |