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 | $15,322 | $99,020-84.5% | $86,590-82.3% | $147,584-89.6% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 19.43% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,538 | $3,132-50.9% | $2,839-45.8% | $4,876-68.5% |
| Participant deferral / active EE | $2,564 | $3,972-35.5% | $3,609-29.0% | $5,439-52.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |