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 | $74,888-93.3% | $71,209-92.9% | $142,382-96.5% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 18.00% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $681 | $2,854-76.1% | $2,721-75.0% | $4,299-84.1% |
| Participant deferral / active EE | $1,176 | $4,454-73.6% | $4,175-71.8% | $6,507-81.9% |
| Admin fee / account holder | $172 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |