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 | $8,288 | $67,823-87.8% | $52,425-84.2% | $137,256-94.0% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 18.92% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $715 | $1,163-38.6% | $914-21.8% | $4,156-82.8% |
| Participant deferral / active EE | $1,788 | $2,288-21.9% | $1,790-0.1% | $6,407-72.1% |
| Admin fee / account holder | $158 | $2,844-94.5% | $2,495-93.7% | $12,270-98.7% |