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 3-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 | $7,120 | $118,427-94.0% | $66,042-89.2% | $142,382-95.0% |
| Participation rate | 85.7% | 68.1%+17.6pp | 67.5%+18.2pp | 80.1%+5.6pp |
| Annual return | 21.66% | 35.57%-13.9pp | 52.11%-30.5pp | 217.08%-195.4pp |
| Employer contribution / active EE | $714 | $2,570-72.2% | $1,579-54.8% | $4,299-83.4% |
| Participant deferral / active EE | $1,119 | $4,311-74.0% | $2,835-60.5% | $6,507-82.8% |
| Admin fee / account holder | $34 | $9,593-99.6% | $5,747-99.4% | $12,624-99.7% |