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 6-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 | $22,701 | $180,749-87.4% | $160,784-85.9% | $137,256-83.5% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 16.37% | 2234.46%-2218.1pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,999 | $4,155-51.9% | $3,733-46.5% | $4,156-51.9% |
| Participant deferral / active EE | $3,338 | $6,844-51.2% | $6,293-47.0% | $6,407-47.9% |
| Admin fee / account holder | $141 | $10,397-98.6% | $9,717-98.6% | $12,270-98.9% |