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 | $49,360 | $99,020-50.2% | $86,590-43.0% | $147,584-66.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.23% | 1312.34%-1288.1pp | 964.84%-940.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $21,401 | $3,132+583.3% | $2,839+653.7% | $4,876+338.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |