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 | $38,164 | $144,119-73.5% | $117,854-67.6% | $147,584-74.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.88% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,614 | $4,896-5.8% | $3,786+21.9% | $4,876-5.4% |
| Participant deferral / active EE | $4,075 | $5,316-23.3% | $4,482-9.1% | $5,439-25.1% |
| Admin fee / account holder | $14 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |