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 | $13,880 | $84,695-83.6% | $73,843-81.2% | $125,391-88.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.97% | 3123.53%-3118.6pp | 2267.84%-2262.9pp | 282.22%-277.3pp |
| Employer contribution / active EE | $1,680 | $3,123-46.2% | $2,787-39.7% | $4,866-65.5% |
| Participant deferral / active EE | $2,013 | $3,992-49.6% | $3,583-43.8% | $5,352-62.4% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |