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 3-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 | $16,491 | $111,754-85.2% | $103,333-84.0% | $145,922-88.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 243.73% | 24.77%+219.0pp | 24.88%+218.8pp | 561.29%-317.6pp |
| Employer contribution / active EE | $1,692 | $4,212-59.8% | $3,868-56.3% | $4,660-63.7% |
| Participant deferral / active EE | $3,965 | $5,619-29.4% | $5,057-21.6% | $6,688-40.7% |
| Admin fee / account holder | $55 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |