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 | $36,130 | $100,852-64.2% | $90,404-60.0% | $158,922-77.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 22.86% | 1724.20%-1701.3pp | 1293.02%-1270.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $221 | $3,689-94.0% | $3,262-93.2% | $4,761-95.4% |
| Participant deferral / active EE | $1,083 | $4,348-75.1% | $3,963-72.7% | $5,982-81.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |