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 8-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 | $23,445 | $100,852-76.8% | $90,404-74.1% | $158,922-85.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 23.34% | 1724.20%-1700.9pp | 1293.02%-1269.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,419 | $3,689-61.5% | $3,262-56.5% | $4,761-70.2% |
| Participant deferral / active EE | $2,794 | $4,348-35.7% | $3,963-29.5% | $5,982-53.3% |
| Admin fee / account holder | $17 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |