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 | $25,560 | $102,604-75.1% | $86,188-70.3% | $139,434-81.7% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 13.61% | 1922.51%-1908.9pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,060 | $3,032+0.9% | $2,380+28.6% | $4,751-35.6% |
| Participant deferral / active EE | $1,418 | $4,676-69.7% | $3,985-64.4% | $6,710-78.9% |
| Admin fee / account holder | $96 | $8,657-98.9% | $6,852-98.6% | $11,403-99.2% |