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 | $42,268 | $81,625-48.2% | $58,482-27.7% | $139,434-69.7% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 20.12% | 7404.20%-7384.1pp | 4239.32%-4219.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,104 | $1,398+122.0% | $1,053+194.7% | $4,751-34.7% |
| Participant deferral / active EE | $7,650 | $2,557+199.2% | $1,924+297.6% | $6,710+14.0% |
| Admin fee / account holder | $114 | $3,265-96.5% | $2,516-95.5% | $11,403-99.0% |