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 5-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 | $13,391 | $92,703-85.6% | $82,719-83.8% | $134,475-90.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | 16.86% | 944.92%-928.1pp | 701.18%-684.3pp | 417.96%-401.1pp |
| Employer contribution / active EE | $1,309 | $3,274-60.0% | $3,009-56.5% | $4,740-72.4% |
| Participant deferral / active EE | $2,894 | $4,802-39.7% | $4,395-34.2% | $6,400-54.8% |
| Admin fee / account holder | $15 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |