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 | $30,470 | $169,032-82.0% | $129,207-76.4% | $145,922-79.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 30.82% | 14330.11%-14299.3pp | 9417.33%-9386.5pp | 561.29%-530.5pp |
| Employer contribution / active EE | $2,610 | $5,537-52.9% | $4,153-37.1% | $4,660-44.0% |
| Participant deferral / active EE | $6,578 | $4,987+31.9% | $4,168+57.8% | $6,688-1.6% |
| Admin fee / account holder | $250 | $9,954-97.5% | $7,715-96.8% | $13,397-98.1% |