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 | $34,862 | $99,020-64.8% | $86,590-59.7% | $147,584-76.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.56% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $10,899 | $3,132+248.0% | $2,839+283.9% | $4,876+123.5% |
| Participant deferral / active EE | $8,333 | $3,972+109.8% | $3,609+130.9% | $5,439+53.2% |
| Admin fee / account holder | $175 | $5,710-96.9% | $4,906-96.4% | $10,885-98.4% |