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 | $63,971 | $99,020-35.4% | $86,590-26.1% | $147,584-56.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.33% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,752 | $3,132+83.7% | $2,839+102.6% | $4,876+18.0% |
| Participant deferral / active EE | $15,575 | $3,972+292.1% | $3,609+331.6% | $5,439+186.4% |
| Admin fee / account holder | $8 | $5,710-99.9% | $4,906-99.8% | $10,885-99.9% |