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 | $15,167 | $99,020-84.7% | $86,590-82.5% | $147,584-89.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 34.29% | 1312.34%-1278.0pp | 964.84%-930.6pp | 578.55%-544.3pp |
| Employer contribution / active EE | $1,682 | $3,132-46.3% | $2,839-40.8% | $4,876-65.5% |
| Participant deferral / active EE | $1,506 | $3,972-62.1% | $3,609-58.3% | $5,439-72.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |