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 5-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 | $10,218 | $68,097-85.0% | $62,929-83.8% | $137,256-92.6% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 19.98% | 1859.11%-1839.1pp | 1063.93%-1043.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $425 | $2,811-84.9% | $2,505-83.0% | $4,156-89.8% |
| Participant deferral / active EE | $2,627 | $4,553-42.3% | $3,888-32.4% | $6,407-59.0% |
| Admin fee / account holder | $1 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |