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 | $40,619 | $109,817-63.0% | $98,442-58.7% | $167,490-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.65% | 1956.69%-1943.0pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,091 | $3,224-4.1% | $2,960+4.4% | $4,837-36.1% |
| Participant deferral / active EE | $3,794 | $4,673-18.8% | $4,276-11.3% | $6,341-40.2% |
| Admin fee / account holder | $4 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |