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 | $13,655 | $105,126-87.0% | $94,646-85.6% | $139,434-90.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.55% | 38.03%-15.5pp | 156.71%-134.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $901 | $4,106-78.1% | $3,672-75.5% | $4,751-81.0% |
| Participant deferral / active EE | $2,976 | $7,599-60.8% | $7,418-59.9% | $6,710-55.7% |
| Admin fee / account holder | $11 | $8,984-99.9% | $7,231-99.8% | $11,403-99.9% |