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 | $15,693 | $109,817-85.7% | $98,442-84.1% | $167,490-90.6% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 12.44% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $723 | $3,224-77.6% | $2,960-75.6% | $4,837-85.1% |
| Participant deferral / active EE | $1,405 | $4,673-69.9% | $4,276-67.1% | $6,341-77.8% |
| Admin fee / account holder | $19 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |