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 | $41,285 | $72,400-43.0% | $67,502-38.8% | $145,922-71.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.59% | 7182.46%-7169.9pp | 3512.12%-3499.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,613 | $3,069-14.9% | $2,731-4.3% | $4,660-43.9% |
| Participant deferral / active EE | $3,556 | $4,783-25.6% | $4,000-11.1% | $6,688-46.8% |
| Admin fee / account holder | $5 | $5,539-99.9% | $3,998-99.9% | $13,397-100.0% |