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 9-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 | $12,771 | $84,695-84.9% | $73,843-82.7% | $125,391-89.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 3.20% | 3123.53%-3120.3pp | 2267.84%-2264.6pp | 282.22%-279.0pp |
| Employer contribution / active EE | $1,941 | $3,123-37.9% | $2,787-30.4% | $4,866-60.1% |
| Participant deferral / active EE | $3,092 | $3,992-22.6% | $3,583-13.7% | $5,352-42.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |