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 7-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 | $14,294 | $70,756-79.8% | $65,493-78.2% | $142,382-90.0% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 17.60% | 1754.89%-1737.3pp | 982.45%-964.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $760 | $2,881-73.6% | $2,574-70.5% | $4,299-82.3% |
| Participant deferral / active EE | $1,941 | $4,637-58.1% | $3,961-51.0% | $6,507-70.2% |
| Admin fee / account holder | $230 | $6,559-96.5% | $5,028-95.4% | $12,624-98.2% |