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 9-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 | $13,122 | $99,020-86.7% | $86,590-84.8% | $147,584-91.1% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 25.72% | 1312.34%-1286.6pp | 964.84%-939.1pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,400 | $3,132-23.4% | $2,839-15.5% | $4,876-50.8% |
| Participant deferral / active EE | $2,691 | $3,972-32.2% | $3,609-25.4% | $5,439-50.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |