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 | $32,581 | $99,020-67.1% | $86,590-62.4% | $147,584-77.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.15% | 1312.34%-1283.2pp | 964.84%-935.7pp | 578.55%-549.4pp |
| Employer contribution / active EE | $2,659 | $3,132-15.1% | $2,839-6.4% | $4,876-45.5% |
| Participant deferral / active EE | $8,536 | $3,972+114.9% | $3,609+136.5% | $5,439+56.9% |
| Admin fee / account holder | $52 | $5,710-99.1% | $4,906-98.9% | $10,885-99.5% |