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 10-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 | $17,266 | $149,040-88.4% | $120,225-85.6% | $137,256-87.4% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 20.42% | 605.68%-585.3pp | 439.23%-418.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,997 | $4,350-54.1% | $3,475-42.5% | $4,156-52.0% |
| Participant deferral / active EE | $2,543 | $4,655-45.4% | $3,999-36.4% | $6,407-60.3% |
| Admin fee / account holder | $93 | $6,348-98.5% | $5,696-98.4% | $12,270-99.2% |