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 8-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 | $9,834 | $109,817-91.0% | $98,442-90.0% | $167,490-94.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.81% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,391 | $3,224-56.9% | $2,960-53.0% | $4,837-71.3% |
| Participant deferral / active EE | $1,345 | $4,673-71.2% | $4,276-68.5% | $6,341-78.8% |
| Admin fee / account holder | $30 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |