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 4-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 | $5,543 | $158,398-96.5% | $126,539-95.6% | $142,382-96.1% |
| Participation rate | 92.9% | 75.8%+17.1pp | 69.8%+23.0pp | 80.1%+12.7pp |
| Annual return | 23.99% | 593.76%-569.8pp | 425.95%-402.0pp | 217.08%-193.1pp |
| Employer contribution / active EE | $751 | $4,650-83.9% | $3,674-79.6% | $4,299-82.5% |
| Participant deferral / active EE | $980 | $4,767-79.4% | $4,083-76.0% | $6,507-84.9% |
| Admin fee / account holder | $54 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |