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 4-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 | $69,918 | $156,846-55.4% | $121,098-42.3% | $139,434-49.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 1474.56%-1463.9pp | 985.75%-975.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $15,407 | $5,536+178.3% | $4,164+270.0% | $4,751+224.3% |
| Participant deferral / active EE | $25,000 | $4,844+416.1% | $4,080+512.8% | $6,710+272.6% |
| Admin fee / account holder | $33 | $6,946-99.5% | $5,644-99.4% | $11,403-99.7% |