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 | $149,040-92.9% | $120,225-91.2% | $137,256-92.3% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 18.65% | 605.68%-587.0pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $834 | $4,350-80.8% | $3,475-76.0% | $4,156-79.9% |
| Participant deferral / active EE | $1,346 | $4,655-71.1% | $3,999-66.3% | $6,407-79.0% |
| Admin fee / account holder | $31 | $6,348-99.5% | $5,696-99.5% | $12,270-99.7% |