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 | $21,953 | $180,749-87.9% | $160,784-86.3% | $137,256-84.0% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 22.97% | 2234.46%-2211.5pp | 1803.92%-1781.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $548 | $4,155-86.8% | $3,733-85.3% | $4,156-86.8% |
| Participant deferral / active EE | $11,245 | $6,844+64.3% | $6,293+78.7% | $6,407+75.5% |
| Admin fee / account holder | $102 | $10,397-99.0% | $9,717-99.0% | $12,270-99.2% |