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 | $68,097-79.0% | $62,929-77.3% | $137,256-89.6% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 17.60% | 1859.11%-1841.5pp | 1063.93%-1046.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $760 | $2,811-73.0% | $2,505-69.6% | $4,156-81.7% |
| Participant deferral / active EE | $1,941 | $4,553-57.4% | $3,888-50.1% | $6,407-69.7% |
| Admin fee / account holder | $230 | $6,521-96.5% | $5,065-95.5% | $12,270-98.1% |