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 | $17,428 | $102,604-83.0% | $86,188-79.8% | $139,434-87.5% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 24.00% | 1922.51%-1898.5pp | 1168.45%-1144.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $949 | $3,032-68.7% | $2,380-60.1% | $4,751-80.0% |
| Participant deferral / active EE | $2,155 | $4,676-53.9% | $3,985-45.9% | $6,710-67.9% |
| Admin fee / account holder | $128 | $8,657-98.5% | $6,852-98.1% | $11,403-98.9% |