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 | $16,348 | $107,334-84.8% | $92,893-82.4% | $152,861-89.3% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 25.23% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,216 | $4,221-47.5% | $3,653-39.3% | $4,762-53.5% |
| Participant deferral / active EE | $3,633 | $4,845-25.0% | $4,236-14.2% | $5,850-37.9% |
| Admin fee / account holder | $6 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |