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 | $8,795 | $81,625-89.2% | $58,482-85.0% | $139,434-93.7% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 21.36% | 7404.20%-7382.8pp | 4239.32%-4218.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,430 | $1,398+2.3% | $1,053+35.8% | $4,751-69.9% |
| Participant deferral / active EE | $1,668 | $2,557-34.8% | $1,924-13.3% | $6,710-75.1% |
| Admin fee / account holder | $60 | $3,265-98.2% | $2,516-97.6% | $11,403-99.5% |