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 | $21,331 | $99,020-78.5% | $86,590-75.4% | $147,584-85.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 35.46% | 1312.34%-1276.9pp | 964.84%-929.4pp | 578.55%-543.1pp |
| Employer contribution / active EE | $1,361 | $3,132-56.5% | $2,839-52.1% | $4,876-72.1% |
| Participant deferral / active EE | $10,618 | $3,972+167.3% | $3,609+194.2% | $5,439+95.2% |
| Admin fee / account holder | $142 | $5,710-97.5% | $4,906-97.1% | $10,885-98.7% |