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 | $68,493 | $99,020-30.8% | $86,590-20.9% | $147,584-53.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.36% | 1312.34%-1286.0pp | 964.84%-938.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $5,294 | $3,132+69.0% | $2,839+86.4% | $4,876+8.6% |
| Participant deferral / active EE | $6,282 | $3,972+58.1% | $3,609+74.1% | $5,439+15.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |