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 | $26,956 | $99,020-72.8% | $86,590-68.9% | $147,584-81.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.49% | 1312.34%-1291.8pp | 964.84%-944.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $8,004 | $3,132+155.6% | $2,839+181.9% | $4,876+64.1% |
| Participant deferral / active EE | $5,833 | $3,972+46.8% | $3,609+61.6% | $5,439+7.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |