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 7-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 | $38,048 | $102,604-62.9% | $86,188-55.9% | $139,434-72.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 13.00% | 1922.51%-1909.5pp | 1168.45%-1155.5pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,201 | $3,032-27.4% | $2,380-7.5% | $4,751-53.7% |
| Participant deferral / active EE | $2,796 | $4,676-40.2% | $3,985-29.8% | $6,710-58.3% |
| Admin fee / account holder | $242 | $8,657-97.2% | $6,852-96.5% | $11,403-97.9% |