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 10-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 | $17,147 | $105,998-83.8% | $92,233-81.4% | $147,584-88.4% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 22.03% | 50.05%-28.0pp | 176.28%-154.3pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,277 | $4,333-70.5% | $3,679-65.3% | $4,876-73.8% |
| Participant deferral / active EE | $1,906 | $4,478-57.4% | $3,897-51.1% | $5,439-64.9% |
| Admin fee / account holder | $211 | $6,332-96.7% | $5,194-95.9% | $10,885-98.1% |