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 | $19,193 | $180,749-89.4% | $160,784-88.1% | $137,256-86.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 23.40% | 2234.46%-2211.1pp | 1803.92%-1780.5pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,039 | $4,155-50.9% | $3,733-45.4% | $4,156-50.9% |
| Participant deferral / active EE | $4,326 | $6,844-36.8% | $6,293-31.3% | $6,407-32.5% |
| Admin fee / account holder | $45 | $10,397-99.6% | $9,717-99.5% | $12,270-99.6% |