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 6-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 | $14,544 | $109,817-86.8% | $98,442-85.2% | $167,490-91.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 35.12% | 1956.69%-1921.6pp | 1492.73%-1457.6pp | 478.56%-443.4pp |
| Employer contribution / active EE | $1,693 | $3,224-47.5% | $2,960-42.8% | $4,837-65.0% |
| Participant deferral / active EE | $3,632 | $4,673-22.3% | $4,276-15.1% | $6,341-42.7% |
| Admin fee / account holder | $160 | $6,753-97.6% | $5,949-97.3% | $12,309-98.7% |