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 | $7,470 | $74,888-90.0% | $71,209-89.5% | $142,382-94.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.00% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $775 | $2,854-72.8% | $2,721-71.5% | $4,299-82.0% |
| Participant deferral / active EE | $1,232 | $4,454-72.3% | $4,175-70.5% | $6,507-81.1% |
| Admin fee / account holder | $54 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |