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 | $27,760 | $99,020-72.0% | $86,590-67.9% | $147,584-81.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.20% | 1312.34%-1287.1pp | 964.84%-939.6pp | 578.55%-553.4pp |
| Employer contribution / active EE | $13,236 | $3,132+322.6% | $2,839+366.2% | $4,876+171.4% |
| Participant deferral / active EE | $4,702 | $3,972+18.4% | $3,609+30.3% | $5,439-13.5% |
| Admin fee / account holder | $285 | $5,710-95.0% | $4,906-94.2% | $10,885-97.4% |