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 | $5,608 | $72,071-92.2% | $68,368-91.8% | $137,256-95.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.00% | 353.14%-335.1pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $814 | $2,788-70.8% | $2,649-69.3% | $4,156-80.4% |
| Participant deferral / active EE | $1,557 | $4,410-64.7% | $4,123-62.2% | $6,407-75.7% |
| Admin fee / account holder | $173 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |