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 | $158,398-95.0% | $126,539-93.7% | $142,382-94.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 69.8%+23.5pp | 80.1%+13.2pp |
| Annual return | 15.48% | 593.76%-578.3pp | 425.95%-410.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $453 | $4,650-90.3% | $3,674-87.7% | $4,299-89.5% |
| Participant deferral / active EE | $453 | $4,767-90.5% | $4,083-88.9% | $6,507-93.0% |
| Admin fee / account holder | $143 | $6,918-97.9% | $6,065-97.6% | $12,624-98.9% |