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 4-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 | $30,026 | $102,604-70.7% | $86,188-65.2% | $139,434-78.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 30.92% | 1922.51%-1891.6pp | 1168.45%-1137.5pp | 372.94%-342.0pp |
| Employer contribution / active EE | $3,855 | $3,032+27.1% | $2,380+62.0% | $4,751-18.9% |
| Participant deferral / active EE | $8,121 | $4,676+73.7% | $3,985+103.8% | $6,710+21.0% |
| Admin fee / account holder | $98 | $8,657-98.9% | $6,852-98.6% | $11,403-99.1% |