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 | $14,759 | $72,400-79.6% | $67,502-78.1% | $145,922-89.9% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 23.77% | 7182.46%-7158.7pp | 3512.12%-3488.4pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,243 | $3,069-59.5% | $2,731-54.5% | $4,660-73.3% |
| Participant deferral / active EE | $2,844 | $4,783-40.5% | $4,000-28.9% | $6,688-57.5% |
| Admin fee / account holder | $62 | $5,539-98.9% | $3,998-98.4% | $13,397-99.5% |