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 | $2,739 | $74,888-96.3% | $71,209-96.2% | $142,382-98.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 29.50% | 345.14%-315.6pp | 282.51%-253.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $698 | $2,854-75.5% | $2,721-74.3% | $4,299-83.8% |
| Participant deferral / active EE | $1,272 | $4,454-71.4% | $4,175-69.5% | $6,507-80.5% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |