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 6-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 | $10,567 | $158,398-93.3% | $126,539-91.6% | $142,382-92.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 18.65% | 593.76%-575.1pp | 425.95%-407.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $834 | $4,650-82.1% | $3,674-77.3% | $4,299-80.6% |
| Participant deferral / active EE | $1,346 | $4,767-71.8% | $4,083-67.0% | $6,507-79.3% |
| Admin fee / account holder | $31 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |