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 | $35,282 | $99,020-64.4% | $86,590-59.3% | $147,584-76.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.14% | 1312.34%-1289.2pp | 964.84%-941.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $5,878 | $3,132+87.7% | $2,839+107.0% | $4,876+20.5% |
| Participant deferral / active EE | $8,217 | $3,972+106.9% | $3,609+127.7% | $5,439+51.1% |
| Admin fee / account holder | $173 | $5,710-97.0% | $4,906-96.5% | $10,885-98.4% |