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 | $42,419 | $102,604-58.7% | $86,188-50.8% | $139,434-69.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 23.81% | 1922.51%-1898.7pp | 1168.45%-1144.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,138 | $3,032+3.5% | $2,380+31.8% | $4,751-34.0% |
| Participant deferral / active EE | $4,309 | $4,676-7.8% | $3,985+8.1% | $6,710-35.8% |
| Admin fee / account holder | $42 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |