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 | $7,627 | $30,400-74.9% | $53,898-85.8% | $84,808-91.0% |
| Participation rate | 88.4% | 46.4%+41.9pp | 55.0%+33.4pp | 68.3%+20.1pp |
| Annual return | 25.39% | 500.19%-474.8pp | 528.60%-503.2pp | 40.90%-15.5pp |
| Employer contribution / active EE | $675 | $603+12.0% | $932-27.6% | $2,631-74.4% |
| Participant deferral / active EE | $1,505 | $1,199+25.6% | $1,826-17.6% | $4,212-64.3% |
| Admin fee / account holder | $217 | $1,993-89.1% | $2,491-91.3% | $7,344-97.0% |