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 4-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 | $8,859 | $70,756-87.5% | $65,493-86.5% | $142,382-93.8% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 19.79% | 1754.89%-1735.1pp | 982.45%-962.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $793 | $2,881-72.5% | $2,574-69.2% | $4,299-81.6% |
| Participant deferral / active EE | $2,905 | $4,637-37.4% | $3,961-26.7% | $6,507-55.4% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |