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 | $13,482 | $102,604-86.9% | $86,188-84.4% | $139,434-90.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 16.99% | 1922.51%-1905.5pp | 1168.45%-1151.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,480 | $4,676-68.3% | $3,985-62.9% | $6,710-77.9% |
| Admin fee / account holder | $226 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |