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 | $41,171 | $99,020-58.4% | $86,590-52.5% | $147,584-72.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.21% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,495 | $3,132+43.5% | $2,839+58.3% | $4,876-7.8% |
| Participant deferral / active EE | $1,169 | $3,972-70.6% | $3,609-67.6% | $5,439-78.5% |
| Admin fee / account holder | $2 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |