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 | $6,892 | $27,915-75.3% | $58,482-88.2% | $75,163-90.8% |
| Participation rate | 86.8% | 38.8%+48.0pp | 50.9%+36.0pp | 67.2%+19.7pp |
| Annual return | 24.58% | 44.20%-19.6pp | 4239.32%-4214.7pp | 160.62%-136.0pp |
| Employer contribution / active EE | $959 | $669+43.3% | $1,053-9.0% | $2,670-64.1% |
| Participant deferral / active EE | $1,982 | $1,201+65.0% | $1,924+3.0% | $4,125-51.9% |
| Admin fee / account holder | $67 | $1,726-96.1% | $2,516-97.4% | $5,651-98.8% |