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 | $37,414 | $72,400-48.3% | $67,502-44.6% | $145,922-74.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 26.77% | 7182.46%-7155.7pp | 3512.12%-3485.3pp | 561.29%-534.5pp |
| Employer contribution / active EE | $3,046 | $3,069-0.8% | $2,731+11.5% | $4,660-34.6% |
| Participant deferral / active EE | $3,046 | $4,783-36.3% | $4,000-23.9% | $6,688-54.5% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |