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 | $40,238 | $74,888-46.3% | $71,209-43.5% | $142,382-71.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.15% | 345.14%-323.0pp | 282.51%-260.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,377 | $2,854+53.3% | $2,721+60.9% | $4,299+1.8% |
| Participant deferral / active EE | $8,194 | $4,454+84.0% | $4,175+96.3% | $6,507+25.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |