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 | $21,633 | $99,020-78.2% | $86,590-75.0% | $147,584-85.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 38.06% | 1312.34%-1274.3pp | 964.84%-926.8pp | 578.55%-540.5pp |
| Employer contribution / active EE | $4,012 | $3,132+28.1% | $2,839+41.3% | $4,876-17.7% |
| Participant deferral / active EE | $4,012 | $3,972+1.0% | $3,609+11.2% | $5,439-26.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |