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 | $22,884 | $100,852-77.3% | $90,404-74.7% | $158,922-85.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.67% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $392 | $3,689-89.4% | $3,262-88.0% | $4,761-91.8% |
| Participant deferral / active EE | $1,961 | $4,348-54.9% | $3,963-50.5% | $5,982-67.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |