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 | $30,857 | $156,846-80.3% | $121,098-74.5% | $139,434-77.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 1474.56%-1461.3pp | 985.75%-972.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,947 | $5,536-10.6% | $4,164+18.8% | $4,751+4.1% |
| Participant deferral / active EE | $4,947 | $4,844+2.1% | $4,080+21.3% | $6,710-26.3% |
| Admin fee / account holder | $82 | $6,946-98.8% | $5,644-98.6% | $11,403-99.3% |