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 | $5,046 | $72,071-93.0% | $68,368-92.6% | $137,256-96.3% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.0%+15.9pp |
| Annual return | 18.00% | 353.14%-335.1pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $681 | $2,788-75.6% | $2,649-74.3% | $4,156-83.6% |
| Participant deferral / active EE | $1,176 | $4,410-73.3% | $4,123-71.5% | $6,407-81.6% |
| Admin fee / account holder | $172 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |