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 4-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 | $9,360 | $68,097-86.3% | $62,929-85.1% | $137,256-93.2% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.0%-7.2pp |
| Annual return | 20.08% | 1859.11%-1839.0pp | 1063.93%-1043.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $615 | $2,811-78.1% | $2,505-75.4% | $4,156-85.2% |
| Participant deferral / active EE | $1,070 | $4,553-76.5% | $3,888-72.5% | $6,407-83.3% |
| Admin fee / account holder | $74 | $6,521-98.9% | $5,065-98.5% | $12,270-99.4% |