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 7-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 | $9,047 | $158,398-94.3% | $126,539-92.9% | $142,382-93.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 19.49% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $865 | $4,650-81.4% | $3,674-76.4% | $4,299-79.9% |
| Participant deferral / active EE | $2,868 | $4,767-39.8% | $4,083-29.7% | $6,507-55.9% |
| Admin fee / account holder | $32 | $6,918-99.5% | $6,065-99.5% | $12,624-99.7% |