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 | $37,289 | $99,020-62.3% | $86,590-56.9% | $147,584-74.7% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 16.73% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,056 | $3,132-66.3% | $2,839-62.8% | $4,876-78.4% |
| Participant deferral / active EE | $3,643 | $3,972-8.3% | $3,609+1.0% | $5,439-33.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |