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 7-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 | $6,281 | $74,888-91.6% | $71,209-91.2% | $142,382-95.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.12% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $559 | $2,854-80.4% | $2,721-79.5% | $4,299-87.0% |
| Participant deferral / active EE | $920 | $4,454-79.4% | $4,175-78.0% | $6,507-85.9% |
| Admin fee / account holder | $205 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |