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 9-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 | $34,513 | $169,032-79.6% | $129,207-73.3% | $145,922-76.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.59% | 14330.11%-14314.5pp | 9417.33%-9401.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,899 | $5,537-65.7% | $4,153-54.3% | $4,660-59.3% |
| Participant deferral / active EE | $3,463 | $4,987-30.6% | $4,168-16.9% | $6,688-48.2% |
| Admin fee / account holder | $32 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |