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 | $19,886 | $185,200-89.3% | $142,863-86.1% | $167,490-88.1% |
| Participation rate | 81.8% | 78.4%+3.4pp | 71.9%+9.9pp | 82.1%-0.3pp |
| Annual return | 12.00% | 8555.70%-8543.7pp | 5637.54%-5625.5pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,485 | $5,604-73.5% | $4,144-64.2% | $4,837-69.3% |
| Participant deferral / active EE | $3,061 | $4,494-31.9% | $3,837-20.2% | $6,341-51.7% |
| Admin fee / account holder | $294 | $8,031-96.3% | $6,560-95.5% | $12,309-97.6% |