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 | $20,865 | $100,852-79.3% | $90,404-76.9% | $158,922-86.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 15.60% | 1724.20%-1708.6pp | 1293.02%-1277.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $940 | $3,689-74.5% | $3,262-71.2% | $4,761-80.2% |
| Participant deferral / active EE | $1,998 | $4,348-54.1% | $3,963-49.6% | $5,982-66.6% |
| Admin fee / account holder | $215 | $6,501-96.7% | $5,611-96.2% | $11,246-98.1% |