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 | $15,332 | $108,919-85.9% | $100,391-84.7% | $145,922-89.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.68% | 57.88%-41.2pp | 49.20%-32.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $536 | $4,419-87.9% | $3,942-86.4% | $4,660-88.5% |
| Participant deferral / active EE | $2,636 | $8,445-68.8% | $8,082-67.4% | $6,688-60.6% |
| Admin fee / account holder | $40 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |