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 | $22,078 | $76,738-71.2% | $56,411-60.9% | $145,922-84.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 365.95% | 2994.23%-2628.3pp | 1701.33%-1335.4pp | 561.29%-195.3pp |
| Employer contribution / active EE | $1,166 | $1,380-15.5% | $1,039+12.2% | $4,660-75.0% |
| Participant deferral / active EE | $2,034 | $2,623-22.5% | $1,952+4.2% | $6,688-69.6% |
| Admin fee / account holder | $42 | $3,334-98.7% | $2,829-98.5% | $13,397-99.7% |