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 3-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 | $2,589 | $74,888-96.5% | $71,209-96.4% | $142,382-98.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 23.35% | 345.14%-321.8pp | 282.51%-259.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $524 | $2,854-81.6% | $2,721-80.7% | $4,299-87.8% |
| Participant deferral / active EE | $885 | $4,454-80.1% | $4,175-78.8% | $6,507-86.4% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.6% | $12,624-99.8% |