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 | $13,525 | $88,710-84.8% | $81,783-83.5% | $145,959-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.66% | 1027.26%-1011.6pp | 775.05%-759.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $3,249 | $3,083+5.4% | $2,913+11.6% | $4,661-30.3% |
| Participant deferral / active EE | $3,710 | $4,645-20.1% | $4,320-14.1% | $6,689-44.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |