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 | $63,941 | $99,020-35.4% | $86,590-26.2% | $147,584-56.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.53% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $8,401 | $3,132+168.2% | $2,839+195.9% | $4,876+72.3% |
| Participant deferral / active EE | $8,165 | $3,972+105.6% | $3,609+126.3% | $5,439+50.1% |
| Admin fee / account holder | $125 | $5,710-97.8% | $4,906-97.5% | $10,885-98.9% |