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 | $7,878 | $81,625-90.3% | $58,482-86.5% | $139,434-94.4% |
| Participation rate | 81.8% | 61.3%+20.5pp | 50.9%+31.0pp | 80.3%+1.5pp |
| Annual return | 40.69% | 7404.20%-7363.5pp | 4239.32%-4198.6pp | 372.94%-332.3pp |
| Employer contribution / active EE | $1,786 | $1,398+27.7% | $1,053+69.6% | $4,751-62.4% |
| Participant deferral / active EE | $4,219 | $2,557+65.0% | $1,924+119.3% | $6,710-37.1% |
| Admin fee / account holder | $22 | $3,265-99.3% | $2,516-99.1% | $11,403-99.8% |