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 | $9,662 | $72,400-86.7% | $67,502-85.7% | $145,922-93.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 10.30% | 7182.46%-7172.2pp | 3512.12%-3501.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $370 | $3,069-87.9% | $2,731-86.5% | $4,660-92.1% |
| Participant deferral / active EE | $2,315 | $4,783-51.6% | $4,000-42.1% | $6,688-65.4% |
| Admin fee / account holder | $142 | $5,539-97.4% | $3,998-96.5% | $13,397-98.9% |