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 | $35,283 | $180,749-80.5% | $160,784-78.1% | $137,256-74.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 24.34% | 2234.46%-2210.1pp | 1803.92%-1779.6pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,500 | $4,155-39.8% | $3,733-33.0% | $4,156-39.8% |
| Participant deferral / active EE | $7,461 | $6,844+9.0% | $6,293+18.6% | $6,407+16.4% |
| Admin fee / account holder | $32 | $10,397-99.7% | $9,717-99.7% | $12,270-99.7% |