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 4-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 | $13,931 | $57,541-75.8% | $95,745-85.4% | $75,163-81.5% |
| Participation rate | 75.9% | 62.5%+13.3pp | 72.3%+3.6pp | 67.2%+8.7pp |
| Annual return | 1679.09% | 34.93%+1644.2pp | 28.35%+1650.7pp | 160.62%+1518.5pp |
| Employer contribution / active EE | $1,067 | $1,808-41.0% | $2,835-62.3% | $2,670-60.0% |
| Participant deferral / active EE | $3,187 | $3,074+3.7% | $4,245-24.9% | $4,125-22.8% |
| Admin fee / account holder | $130 | $4,099-96.8% | $5,678-97.7% | $5,651-97.7% |