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 | $18,587 | $99,020-81.2% | $86,590-78.5% | $147,584-87.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 24.17% | 1312.34%-1288.2pp | 964.84%-940.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,267 | $3,132-59.5% | $2,839-55.4% | $4,876-74.0% |
| Participant deferral / active EE | $3,759 | $3,972-5.4% | $3,609+4.2% | $5,439-30.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |