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 | $149,040-96.3% | $120,225-95.4% | $137,256-96.0% |
| Participation rate | 92.9% | 75.4%+17.4pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 23.99% | 605.68%-581.7pp | 439.23%-415.2pp | 220.34%-196.3pp |
| Employer contribution / active EE | $751 | $4,350-82.7% | $3,475-78.4% | $4,156-81.9% |
| Participant deferral / active EE | $980 | $4,655-78.9% | $3,999-75.5% | $6,407-84.7% |
| Admin fee / account holder | $54 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |