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 | $16,925 | $100,852-83.2% | $90,404-81.3% | $158,922-89.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 13.55% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $671 | $3,689-81.8% | $3,262-79.4% | $4,761-85.9% |
| Participant deferral / active EE | $3,128 | $4,348-28.1% | $3,963-21.1% | $5,982-47.7% |
| Admin fee / account holder | $110 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |