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 | $11,514 | $158,398-92.7% | $126,539-90.9% | $142,382-91.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 19.56% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.5pp |
| Employer contribution / active EE | $661 | $4,650-85.8% | $3,674-82.0% | $4,299-84.6% |
| Participant deferral / active EE | $953 | $4,767-80.0% | $4,083-76.7% | $6,507-85.4% |
| Admin fee / account holder | $55 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |