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 7-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 | $17,761 | $70,756-74.9% | $65,493-72.9% | $142,382-87.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 19.61% | 1754.89%-1735.3pp | 982.45%-962.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,774 | $2,881-38.4% | $2,574-31.1% | $4,299-58.7% |
| Participant deferral / active EE | $2,489 | $4,637-46.3% | $3,961-37.2% | $6,507-61.8% |
| Admin fee / account holder | $47 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |