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 | $34,975 | $99,020-64.7% | $86,590-59.6% | $147,584-76.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.92% | 1312.34%-1294.4pp | 964.84%-946.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $10,261 | $3,132+227.6% | $2,839+261.4% | $4,876+110.4% |
| Participant deferral / active EE | $4,631 | $3,972+16.6% | $3,609+28.3% | $5,439-14.8% |
| Admin fee / account holder | $250 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |