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 5-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 | $6,665 | $74,888-91.1% | $71,209-90.6% | $142,382-95.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.67% | 345.14%-324.5pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $708 | $2,854-75.2% | $2,721-74.0% | $4,299-83.5% |
| Participant deferral / active EE | $1,362 | $4,454-69.4% | $4,175-67.4% | $6,507-79.1% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |