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 | $16,925 | $107,452-84.2% | $91,541-81.5% | $142,382-88.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 18.13% | 22.06%-3.9pp | 20.50%-2.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $903 | $2,994-69.8% | $2,505-63.9% | $4,299-79.0% |
| Participant deferral / active EE | $2,357 | $4,754-50.4% | $4,008-41.2% | $6,507-63.8% |
| Admin fee / account holder | $28 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |