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 4-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 | $6,716 | $96,635-93.0% | $86,612-92.2% | $139,434-95.2% |
| Participation rate | 95.5% | 74.4%+21.1pp | 71.7%+23.8pp | 80.3%+15.1pp |
| Annual return | 15.30% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,390 | $3,263-57.4% | $3,022-54.0% | $4,751-70.8% |
| Participant deferral / active EE | $1,680 | $4,836-65.3% | $4,438-62.1% | $6,710-75.0% |
| Admin fee / account holder | $67 | $6,408-98.9% | $5,614-98.8% | $11,403-99.4% |