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 | $42,522 | $76,738-44.6% | $56,411-24.6% | $145,922-70.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 21.20% | 2994.23%-2973.0pp | 1701.33%-1680.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $9,674 | $1,380+601.1% | $1,039+831.4% | $4,660+107.6% |
| Participant deferral / active EE | $21,974 | $2,623+737.9% | $1,952+1025.8% | $6,688+228.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |