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 | $68,097-73.9% | $62,929-71.8% | $137,256-87.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 19.61% | 1859.11%-1839.5pp | 1063.93%-1044.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,774 | $2,811-36.9% | $2,505-29.2% | $4,156-57.3% |
| Participant deferral / active EE | $2,489 | $4,553-45.3% | $3,888-36.0% | $6,407-61.2% |
| Admin fee / account holder | $47 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |