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 5-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 | $33,560 | $185,200-81.9% | $142,863-76.5% | $167,490-80.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 8.08% | 8555.70%-8547.6pp | 5637.54%-5629.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $13,194 | $5,604+135.4% | $4,144+218.4% | $4,837+172.8% |
| Participant deferral / active EE | $9,100 | $4,494+102.5% | $3,837+137.2% | $6,341+43.5% |
| Admin fee / account holder | $48 | $8,031-99.4% | $6,560-99.3% | $12,309-99.6% |