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 | $9,079 | $70,756-87.2% | $65,493-86.1% | $142,382-93.6% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 19.31% | 1754.89%-1735.6pp | 982.45%-963.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $497 | $2,881-82.7% | $2,574-80.7% | $4,299-88.4% |
| Participant deferral / active EE | $823 | $4,637-82.2% | $3,961-79.2% | $6,507-87.4% |
| Admin fee / account holder | $85 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |