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 | $23,844 | $100,852-76.4% | $90,404-73.6% | $158,922-85.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.65% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,571 | $3,689-57.4% | $3,262-51.8% | $4,761-67.0% |
| Participant deferral / active EE | $1,898 | $4,348-56.3% | $3,963-52.1% | $5,982-68.3% |
| Admin fee / account holder | $208 | $6,501-96.8% | $5,611-96.3% | $11,246-98.1% |