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 10-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 | $33,216 | $109,817-69.8% | $98,442-66.3% | $167,490-80.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.17% | 1956.69%-1942.5pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,688 | $3,224-47.7% | $2,960-43.0% | $4,837-65.1% |
| Participant deferral / active EE | $4,154 | $4,673-11.1% | $4,276-2.9% | $6,341-34.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |