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 | $16,875 | $99,020-83.0% | $86,590-80.5% | $147,584-88.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 37.33% | 1312.34%-1275.0pp | 964.84%-927.5pp | 578.55%-541.2pp |
| Employer contribution / active EE | $8,215 | $3,132+162.3% | $2,839+189.3% | $4,876+68.5% |
| Participant deferral / active EE | $5,627 | $3,972+41.7% | $3,609+55.9% | $5,439+3.5% |
| Admin fee / account holder | $253 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |