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 | $74,888-93.4% | $71,209-93.1% | $142,382-96.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 21.63% | 345.14%-323.5pp | 282.51%-260.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $607 | $2,854-78.7% | $2,721-77.7% | $4,299-85.9% |
| Participant deferral / active EE | $674 | $4,454-84.9% | $4,175-83.8% | $6,507-89.6% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |