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 5-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 | $15,453 | $102,604-84.9% | $86,188-82.1% | $139,434-88.9% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 18.22% | 1922.51%-1904.3pp | 1168.45%-1150.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $953 | $3,032-68.6% | $2,380-59.9% | $4,751-79.9% |
| Participant deferral / active EE | $2,456 | $4,676-47.5% | $3,985-38.4% | $6,710-63.4% |
| Admin fee / account holder | $126 | $8,657-98.5% | $6,852-98.2% | $11,403-98.9% |