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 | $16,759 | $72,400-76.9% | $67,502-75.2% | $145,922-88.5% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 26.45% | 7182.46%-7156.0pp | 3512.12%-3485.7pp | 561.29%-534.8pp |
| Employer contribution / active EE | $4,669 | $3,069+52.1% | $2,731+71.0% | $4,660+0.2% |
| Participant deferral / active EE | $6,792 | $4,783+42.0% | $4,000+69.8% | $6,688+1.6% |
| Admin fee / account holder | $2 | $5,539-100.0% | $3,998-99.9% | $13,397-100.0% |