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 | $16,485 | $100,852-83.7% | $90,404-81.8% | $158,922-89.6% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 26.74% | 1724.20%-1697.5pp | 1293.02%-1266.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $923 | $3,689-75.0% | $3,262-71.7% | $4,761-80.6% |
| Participant deferral / active EE | $1,367 | $4,348-68.6% | $3,963-65.5% | $5,982-77.1% |
| Admin fee / account holder | $3 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |