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 | $12,976 | $99,020-86.9% | $86,590-85.0% | $147,584-91.2% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 25.53% | 1312.34%-1286.8pp | 964.84%-939.3pp | 578.55%-553.0pp |
| Employer contribution / active EE | $1,266 | $3,132-59.6% | $2,839-55.4% | $4,876-74.0% |
| Participant deferral / active EE | $1,758 | $3,972-55.8% | $3,609-51.3% | $5,439-67.7% |
| Admin fee / account holder | $51 | $5,710-99.1% | $4,906-99.0% | $10,885-99.5% |