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 | $33,743 | $124,185-72.8% | $108,410-68.9% | $167,490-79.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.04% | 1379.64%-1366.6pp | 905.27%-892.2pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,826 | $4,187-56.4% | $3,558-48.7% | $4,837-62.3% |
| Participant deferral / active EE | $5,703 | $6,908-17.4% | $6,563-13.1% | $6,341-10.1% |
| Admin fee / account holder | $139 | $9,455-98.5% | $7,295-98.1% | $12,309-98.9% |