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 | $4,936 | $72,071-93.2% | $68,368-92.8% | $137,256-96.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 21.63% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $607 | $2,788-78.2% | $2,649-77.1% | $4,156-85.4% |
| Participant deferral / active EE | $674 | $4,410-84.7% | $4,123-83.6% | $6,407-89.5% |
| Admin fee / account holder | $4 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |