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 | $14,819 | $74,888-80.2% | $71,209-79.2% | $142,382-89.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.17% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $727 | $2,854-74.5% | $2,721-73.3% | $4,299-83.1% |
| Participant deferral / active EE | $1,811 | $4,454-59.4% | $4,175-56.6% | $6,507-72.2% |
| Admin fee / account holder | $175 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |