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 3-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 | $6,263 | $158,398-96.0% | $126,539-95.1% | $142,382-95.6% |
| Participation rate | 82.4% | 75.8%+6.5pp | 69.8%+12.5pp | 80.1%+2.2pp |
| Annual return | 13.78% | 593.76%-580.0pp | 425.95%-412.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $887 | $4,650-80.9% | $3,674-75.9% | $4,299-79.4% |
| Participant deferral / active EE | $1,143 | $4,767-76.0% | $4,083-72.0% | $6,507-82.4% |
| Admin fee / account holder | $40 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |