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 | $13,831 | $156,846-91.2% | $121,098-88.6% | $139,434-90.1% |
| Participation rate | 73.7% | 76.4%-2.7pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 21.68% | 1474.56%-1452.9pp | 985.75%-964.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,316 | $5,536-76.2% | $4,164-68.4% | $4,751-72.3% |
| Participant deferral / active EE | $645 | $4,844-86.7% | $4,080-84.2% | $6,710-90.4% |
| Admin fee / account holder | $19 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |