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 | $7,521 | $30,400-75.3% | $53,898-86.0% | $84,808-91.1% |
| Participation rate | 94.8% | 46.4%+48.4pp | 55.0%+39.9pp | 68.3%+26.5pp |
| Annual return | 23.63% | 500.19%-476.6pp | 528.60%-505.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $735 | $603+22.0% | $932-21.1% | $2,631-72.1% |
| Participant deferral / active EE | $1,622 | $1,199+35.3% | $1,826-11.2% | $4,212-61.5% |
| Admin fee / account holder | $54 | $1,993-97.3% | $2,491-97.8% | $7,344-99.3% |