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 | $33,742 | $109,817-69.3% | $98,442-65.7% | $167,490-79.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 19.57% | 1956.69%-1937.1pp | 1492.73%-1473.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,481 | $3,224-54.1% | $2,960-50.0% | $4,837-69.4% |
| Participant deferral / active EE | $3,771 | $4,673-19.3% | $4,276-11.8% | $6,341-40.5% |
| Admin fee / account holder | $25 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |