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 | $24,370 | $99,020-75.4% | $86,590-71.9% | $147,584-83.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 119.72% | 1312.34%-1192.6pp | 964.84%-845.1pp | 578.55%-458.8pp |
| Employer contribution / active EE | $3,361 | $3,132+7.3% | $2,839+18.4% | $4,876-31.1% |
| Participant deferral / active EE | $5,923 | $3,972+49.1% | $3,609+64.1% | $5,439+8.9% |
| Admin fee / account holder | $54 | $5,710-99.1% | $4,906-98.9% | $10,885-99.5% |