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 | $15,150 | $72,071-79.0% | $68,368-77.8% | $137,256-89.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 19.83% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $796 | $2,788-71.4% | $2,649-69.9% | $4,156-80.8% |
| Participant deferral / active EE | $3,708 | $4,410-15.9% | $4,123-10.1% | $6,407-42.1% |
| Admin fee / account holder | $132 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |