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 | $8,994 | $72,400-87.6% | $67,502-86.7% | $145,922-93.8% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 26.20% | 7182.46%-7156.3pp | 3512.12%-3485.9pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,102 | $3,069+1.1% | $2,731+13.6% | $4,660-33.4% |
| Participant deferral / active EE | $1,172 | $4,783-75.5% | $4,000-70.7% | $6,688-82.5% |
| Admin fee / account holder | $23 | $5,539-99.6% | $3,998-99.4% | $13,397-99.8% |