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 | $16,304 | $99,020-83.5% | $86,590-81.2% | $147,584-89.0% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 21.82% | 1312.34%-1290.5pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,222 | $3,132-61.0% | $2,839-57.0% | $4,876-74.9% |
| Participant deferral / active EE | $2,015 | $3,972-49.3% | $3,609-44.2% | $5,439-62.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |