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 | $14,070 | $74,888-81.2% | $71,209-80.2% | $142,382-90.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 14.89% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,196 | $2,854-58.1% | $2,721-56.0% | $4,299-72.2% |
| Participant deferral / active EE | $3,158 | $4,454-29.1% | $4,175-24.4% | $6,507-51.5% |
| Admin fee / account holder | $102 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |