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 | $46,324 | $171,865-73.0% | $149,718-69.1% | $147,584-68.6% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 29.74% | 2113.22%-2083.5pp | 1501.63%-1471.9pp | 578.55%-548.8pp |
| Employer contribution / active EE | $10,171 | $6,275+62.1% | $5,445+86.8% | $4,876+108.6% |
| Participant deferral / active EE | $10,000 | $7,271+37.5% | $6,569+52.2% | $5,439+83.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |