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 | $36,914 | $169,161-78.2% | $129,295-71.4% | $145,959-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.21% | 14348.07%-14334.9pp | 9429.28%-9416.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,489 | $5,543-55.1% | $4,157-40.1% | $4,661-46.6% |
| Participant deferral / active EE | $1,964 | $4,989-60.6% | $4,169-52.9% | $6,689-70.6% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |