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 | $19,389 | $99,020-80.4% | $86,590-77.6% | $147,584-86.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.97% | 1312.34%-1282.4pp | 964.84%-934.9pp | 578.55%-548.6pp |
| Employer contribution / active EE | $1,204 | $3,132-61.6% | $2,839-57.6% | $4,876-75.3% |
| Participant deferral / active EE | $2,972 | $3,972-25.2% | $3,609-17.7% | $5,439-45.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |