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 | $34,523 | $111,724-69.1% | $93,606-63.1% | $145,922-76.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.40% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $8,607 | $3,090+178.6% | $2,420+255.7% | $4,660+84.7% |
| Participant deferral / active EE | $5,775 | $4,912+17.6% | $4,411+30.9% | $6,688-13.7% |
| Admin fee / account holder | $187 | $10,250-98.2% | $8,285-97.7% | $13,397-98.6% |