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 | $67,787 | $158,398-57.2% | $126,539-46.4% | $142,382-52.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 17.76% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $376 | $4,650-91.9% | $3,674-89.8% | $4,299-91.2% |
| Participant deferral / active EE | $2,548 | $4,767-46.5% | $4,083-37.6% | $6,507-60.8% |
| Admin fee / account holder | $147 | $6,918-97.9% | $6,065-97.6% | $12,624-98.8% |