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 3-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 | $66,819 | $169,032-60.5% | $129,207-48.3% | $145,922-54.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.34% | 14330.11%-14321.8pp | 9417.33%-9409.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,575 | $5,537-71.6% | $4,153-62.1% | $4,660-66.2% |
| Participant deferral / active EE | $26,750 | $4,987+436.4% | $4,168+541.9% | $6,688+300.0% |
| Admin fee / account holder | $265 | $9,954-97.3% | $7,715-96.6% | $13,397-98.0% |