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 | $8,475 | $70,606-88.0% | $53,898-84.3% | $142,382-94.0% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 20.10% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,080 | $1,202-10.2% | $932+15.9% | $4,299-74.9% |
| Participant deferral / active EE | $1,761 | $2,364-25.5% | $1,826-3.6% | $6,507-72.9% |
| Admin fee / account holder | $136 | $2,852-95.2% | $2,491-94.5% | $12,624-98.9% |