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 | $13,035 | $99,020-86.8% | $86,590-84.9% | $147,584-91.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.51% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,150 | $3,132-63.3% | $2,839-59.5% | $4,876-76.4% |
| Participant deferral / active EE | $1,993 | $3,972-49.8% | $3,609-44.8% | $5,439-63.4% |
| Admin fee / account holder | $3 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |