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 9-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 | $16,032 | $90,600-82.3% | $79,464-79.8% | $135,375-88.2% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 510.13% | 977.43%-467.3pp | 718.14%-208.0pp | 519.73%-9.6pp |
| Employer contribution / active EE | $188 | $3,068-93.9% | $2,800-93.3% | $4,779-96.1% |
| Participant deferral / active EE | $2,608 | $4,050-35.6% | $3,704-29.6% | $5,609-53.5% |
| Admin fee / account holder | $108 | $5,907-98.2% | $5,113-97.9% | $10,827-99.0% |