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 | $9,732 | $101,618-90.4% | $93,063-89.5% | $137,256-92.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.78% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $650 | $2,707-76.0% | $2,476-73.7% | $4,156-84.4% |
| Participant deferral / active EE | $1,981 | $4,279-53.7% | $3,958-50.0% | $6,407-69.1% |
| Admin fee / account holder | $197 | $6,198-96.8% | $6,033-96.7% | $12,270-98.4% |