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 | $74,888-92.5% | $71,209-92.1% | $142,382-96.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.00% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $814 | $2,854-71.5% | $2,721-70.1% | $4,299-81.1% |
| Participant deferral / active EE | $1,557 | $4,454-65.0% | $4,175-62.7% | $6,507-76.1% |
| Admin fee / account holder | $173 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |