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 | $36,863 | $124,185-70.3% | $108,410-66.0% | $167,490-78.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.20% | 1379.64%-1366.4pp | 905.27%-892.1pp | 478.56%-465.4pp |
| Employer contribution / active EE | $6,261 | $4,187+49.6% | $3,558+76.0% | $4,837+29.4% |
| Participant deferral / active EE | $2,435 | $6,908-64.8% | $6,563-62.9% | $6,341-61.6% |
| Admin fee / account holder | $104 | $9,455-98.9% | $7,295-98.6% | $12,309-99.2% |