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 | $34,731 | $171,865-79.8% | $149,718-76.8% | $147,584-76.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 20.97% | 2113.22%-2092.2pp | 1501.63%-1480.7pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,094 | $6,275-50.7% | $5,445-43.2% | $4,876-36.6% |
| Participant deferral / active EE | $7,177 | $7,271-1.3% | $6,569+9.3% | $5,439+32.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |