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 | $52,654 | $99,020-46.8% | $86,590-39.2% | $147,584-64.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.47% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $15,709 | $3,132+401.6% | $2,839+453.3% | $4,876+222.2% |
| Participant deferral / active EE | $10,893 | $3,972+174.2% | $3,609+201.9% | $5,439+100.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |