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 | $16,432 | $99,020-83.4% | $86,590-81.0% | $147,584-88.9% |
| Participation rate | 76.2% | 76.3%-0.2pp | 73.5%+2.6pp | 82.8%-6.6pp |
| Annual return | 23.95% | 1312.34%-1288.4pp | 964.84%-940.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $7,143 | $3,132+128.1% | $2,839+151.6% | $4,876+46.5% |
| Participant deferral / active EE | $963 | $3,972-75.8% | $3,609-73.3% | $5,439-82.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |