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 | $55,271 | $99,020-44.2% | $86,590-36.2% | $147,584-62.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.40% | 1312.34%-1287.9pp | 964.84%-940.4pp | 578.55%-554.2pp |
| Employer contribution / active EE | $8,082 | $3,132+158.0% | $2,839+184.6% | $4,876+65.7% |
| Participant deferral / active EE | $9,652 | $3,972+143.0% | $3,609+167.5% | $5,439+77.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |