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 | $29,597 | $99,020-70.1% | $86,590-65.8% | $147,584-79.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.50% | 1312.34%-1290.8pp | 964.84%-943.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,816 | $3,132-42.0% | $2,839-36.0% | $4,876-62.8% |
| Participant deferral / active EE | $1,817 | $3,972-54.3% | $3,609-49.7% | $5,439-66.6% |
| Admin fee / account holder | $211 | $5,710-96.3% | $4,906-95.7% | $10,885-98.1% |