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 5-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 | $6,983 | $104,974-93.3% | $95,585-92.7% | $142,382-95.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 20.22% | 210.33%-190.1pp | 38.56%-18.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,010 | $2,779-63.7% | $2,527-60.0% | $4,299-76.5% |
| Participant deferral / active EE | $2,142 | $4,352-50.8% | $4,023-46.8% | $6,507-67.1% |
| Admin fee / account holder | $61 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |