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 | $59,838 | $99,020-39.6% | $86,590-30.9% | $147,584-59.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.78% | 1312.34%-1288.6pp | 964.84%-941.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,338 | $3,132-57.3% | $2,839-52.9% | $4,876-72.6% |
| Participant deferral / active EE | $8,024 | $3,972+102.0% | $3,609+122.4% | $5,439+47.5% |
| Admin fee / account holder | -$11 | $5,710-100.2% | $4,906-100.2% | $10,885-100.1% |