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 | $16,297 | $158,398-89.7% | $126,539-87.1% | $142,382-88.6% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 21.43% | 593.76%-572.3pp | 425.95%-404.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $723 | $4,650-84.4% | $3,674-80.3% | $4,299-83.2% |
| Participant deferral / active EE | $1,171 | $4,767-75.4% | $4,083-71.3% | $6,507-82.0% |
| Admin fee / account holder | $154 | $6,918-97.8% | $6,065-97.5% | $12,624-98.8% |