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 9-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 | $39,853 | $109,327-63.5% | $89,391-55.4% | $158,922-74.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 20.57% | 345.68%-325.1pp | 245.62%-225.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $361 | $3,170-88.6% | $2,586-86.0% | $4,761-92.4% |
| Participant deferral / active EE | $1,403 | $4,598-69.5% | $3,890-63.9% | $5,982-76.5% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |