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 3-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 | $14,199 | $70,756-79.9% | $65,493-78.3% | $142,382-90.0% |
| Participation rate | 73.3% | 77.4%-4.0pp | 73.1%+0.2pp | 80.1%-6.8pp |
| Annual return | 24.16% | 1754.89%-1730.7pp | 982.45%-958.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,690 | $2,881-6.6% | $2,574+4.5% | $4,299-37.4% |
| Participant deferral / active EE | $1,225 | $4,637-73.6% | $3,961-69.1% | $6,507-81.2% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |