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 4-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 | $9,198 | $81,625-88.7% | $58,482-84.3% | $139,434-93.4% |
| Participation rate | 73.9% | 61.3%+12.6pp | 50.9%+23.1pp | 80.3%-6.4pp |
| Annual return | 26.70% | 7404.20%-7377.5pp | 4239.32%-4212.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,219 | $1,398-12.8% | $1,053+15.7% | $4,751-74.3% |
| Participant deferral / active EE | $2,424 | $2,557-5.2% | $1,924+26.0% | $6,710-63.9% |
| Admin fee / account holder | $18 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |