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 | $7,692 | $88,751-91.3% | $81,812-90.6% | $145,922-94.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 49.54% | 1025.40%-975.9pp | 773.79%-724.3pp | 561.29%-511.8pp |
| Employer contribution / active EE | $2,720 | $3,083-11.8% | $2,912-6.6% | $4,660-41.6% |
| Participant deferral / active EE | $2,720 | $4,643-41.4% | $4,319-37.0% | $6,688-59.3% |
| Admin fee / account holder | $85 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |