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 4-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 | $7,016 | $30,400-76.9% | $53,898-87.0% | $84,808-91.7% |
| Participation rate | 93.3% | 46.4%+46.9pp | 55.0%+38.4pp | 68.3%+25.0pp |
| Annual return | 21.76% | 500.19%-478.4pp | 528.60%-506.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,741 | $603+188.9% | $932+86.8% | $2,631-33.8% |
| Participant deferral / active EE | $2,080 | $1,199+73.6% | $1,826+13.9% | $4,212-50.6% |
| Admin fee / account holder | $281 | $1,993-85.9% | $2,491-88.7% | $7,344-96.2% |