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 | $7,707 | $158,398-95.1% | $126,539-93.9% | $142,382-94.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.69% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $774 | $4,650-83.3% | $3,674-78.9% | $4,299-82.0% |
| Participant deferral / active EE | $1,356 | $4,767-71.6% | $4,083-66.8% | $6,507-79.2% |
| Admin fee / account holder | $208 | $6,918-97.0% | $6,065-96.6% | $12,624-98.4% |