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 | $32,002 | $68,097-53.0% | $62,929-49.1% | $137,256-76.7% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 25.70% | 1859.11%-1833.4pp | 1063.93%-1038.2pp | 220.34%-194.6pp |
| Employer contribution / active EE | $4,203 | $2,811+49.5% | $2,505+67.8% | $4,156+1.1% |
| Participant deferral / active EE | $5,141 | $4,553+12.9% | $3,888+32.2% | $6,407-19.8% |
| Admin fee / account holder | $165 | $6,521-97.5% | $5,065-96.7% | $12,270-98.7% |