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 | $9,014 | $102,245-91.2% | $89,340-89.9% | $137,256-93.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.91% | 21.89%0pp | 20.57%+1.3pp | 220.34%-198.4pp |
| Employer contribution / active EE | $240 | $2,529-90.5% | $2,231-89.2% | $4,156-94.2% |
| Participant deferral / active EE | $1,226 | $4,436-72.4% | $3,823-67.9% | $6,407-80.9% |
| Admin fee / account holder | $55 | $8,085-99.3% | $6,704-99.2% | $12,270-99.6% |