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 | $16,811 | $102,966-83.7% | $90,281-81.4% | $152,861-89.0% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 12.21% | 95.16%-83.0pp | 78.10%-65.9pp | 345.32%-333.1pp |
| Employer contribution / active EE | $944 | $3,139-69.9% | $2,854-66.9% | $4,762-80.2% |
| Participant deferral / active EE | $2,420 | $4,281-43.5% | $3,885-37.7% | $5,850-58.6% |
| Admin fee / account holder | $134 | $6,171-97.8% | $5,351-97.5% | $11,596-98.8% |