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 | $10,874 | $180,749-94.0% | $160,784-93.2% | $137,256-92.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 39.24% | 2234.46%-2195.2pp | 1803.92%-1764.7pp | 220.34%-181.1pp |
| Employer contribution / active EE | $850 | $4,155-79.5% | $3,733-77.2% | $4,156-79.6% |
| Participant deferral / active EE | $3,430 | $6,844-49.9% | $6,293-45.5% | $6,407-46.5% |
| Admin fee / account holder | $8 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |