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 | $9,564 | $72,400-86.8% | $67,502-85.8% | $145,922-93.4% |
| Participation rate | 76.9% | 76.9%+0.1pp | 72.9%+4.0pp | 80.3%-3.4pp |
| Annual return | 16.52% | 7182.46%-7165.9pp | 3512.12%-3495.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,724 | $3,069-43.8% | $2,731-36.9% | $4,660-63.0% |
| Participant deferral / active EE | $2,969 | $4,783-37.9% | $4,000-25.8% | $6,688-55.6% |
| Admin fee / account holder | $95 | $5,539-98.3% | $3,998-97.6% | $13,397-99.3% |