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 10-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 | $17,124 | $84,695-79.8% | $73,843-76.8% | $125,391-86.3% |
| Participation rate | 73.3% | 76.8%-3.4pp | 73.4%-0.1pp | 83.2%-9.9pp |
| Annual return | 2.71% | 3123.53%-3120.8pp | 2267.84%-2265.1pp | 282.22%-279.5pp |
| Employer contribution / active EE | $1,315 | $3,123-57.9% | $2,787-52.8% | $4,866-73.0% |
| Participant deferral / active EE | $2,800 | $3,992-29.9% | $3,583-21.9% | $5,352-47.7% |
| Admin fee / account holder | $122 | $5,691-97.9% | $4,880-97.5% | $9,540-98.7% |