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 7-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 | $18,042 | $149,040-87.9% | $120,225-85.0% | $137,256-86.9% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 16.10% | 605.68%-589.6pp | 439.23%-423.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $795 | $4,350-81.7% | $3,475-77.1% | $4,156-80.9% |
| Participant deferral / active EE | $1,404 | $4,655-69.8% | $3,999-64.9% | $6,407-78.1% |
| Admin fee / account holder | $99 | $6,348-98.4% | $5,696-98.3% | $12,270-99.2% |