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 3-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 | $16,923 | $81,625-79.3% | $58,482-71.1% | $139,434-87.9% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 16.42% | 7404.20%-7387.8pp | 4239.32%-4222.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,064 | $1,398+190.6% | $1,053+285.8% | $4,751-14.5% |
| Participant deferral / active EE | $6,593 | $2,557+157.9% | $1,924+242.7% | $6,710-1.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |