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 | $18,880 | $100,852-81.3% | $90,404-79.1% | $158,922-88.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 21.32% | 1724.20%-1702.9pp | 1293.02%-1271.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $276 | $3,689-92.5% | $3,262-91.5% | $4,761-94.2% |
| Participant deferral / active EE | $2,341 | $4,348-46.2% | $3,963-40.9% | $5,982-60.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |