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 | $7,264 | $97,125-92.5% | $86,233-91.6% | $137,256-94.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 19.84% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $416 | $2,841-85.4% | $2,504-83.4% | $4,156-90.0% |
| Participant deferral / active EE | $851 | $5,180-83.6% | $4,559-81.3% | $6,407-86.7% |
| Admin fee / account holder | $56 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |