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 | $34,297 | $99,020-65.4% | $86,590-60.4% | $147,584-76.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 38.77% | 1312.34%-1273.6pp | 964.84%-926.1pp | 578.55%-539.8pp |
| Employer contribution / active EE | $2,780 | $3,132-11.2% | $2,839-2.1% | $4,876-43.0% |
| Participant deferral / active EE | $5,899 | $3,972+48.5% | $3,609+63.5% | $5,439+8.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |