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 | $6,440 | $72,400-91.1% | $67,502-90.5% | $145,922-95.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 14.62% | 7182.46%-7167.8pp | 3512.12%-3497.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,194 | $3,069-61.1% | $2,731-56.3% | $4,660-74.4% |
| Participant deferral / active EE | $1,547 | $4,783-67.6% | $4,000-61.3% | $6,688-76.9% |
| Admin fee / account holder | $27 | $5,539-99.5% | $3,998-99.3% | $13,397-99.8% |