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 | $8,462 | $70,756-88.0% | $65,493-87.1% | $142,382-94.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 21.87% | 1754.89%-1733.0pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $932 | $2,881-67.7% | $2,574-63.8% | $4,299-78.3% |
| Participant deferral / active EE | $932 | $4,637-79.9% | $3,961-76.5% | $6,507-85.7% |
| Admin fee / account holder | $21 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |