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 8-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 | $19,426 | $158,398-87.7% | $126,539-84.6% | $142,382-86.4% |
| Participation rate | 84.6% | 75.8%+8.8pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 17.43% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $113 | $4,650-97.6% | $3,674-96.9% | $4,299-97.4% |
| Participant deferral / active EE | $642 | $4,767-86.5% | $4,083-84.3% | $6,507-90.1% |
| Admin fee / account holder | $51 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |