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 | $28,256 | $99,020-71.5% | $86,590-67.4% | $147,584-80.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.65% | 1312.34%-1284.7pp | 964.84%-937.2pp | 578.55%-550.9pp |
| Employer contribution / active EE | $2,835 | $3,132-9.5% | $2,839-0.2% | $4,876-41.9% |
| Participant deferral / active EE | $3,633 | $3,972-8.5% | $3,609+0.7% | $5,439-33.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |