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 | $25,015 | $117,983-78.8% | $101,794-75.4% | $142,382-82.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 16.69% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $730 | $2,773-73.7% | $2,289-68.1% | $4,299-83.0% |
| Participant deferral / active EE | $1,789 | $4,714-62.0% | $4,084-56.2% | $6,507-72.5% |
| Admin fee / account holder | $17 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |