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 | $15,869 | $99,020-84.0% | $86,590-81.7% | $147,584-89.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 35.35% | 1312.34%-1277.0pp | 964.84%-929.5pp | 578.55%-543.2pp |
| Employer contribution / active EE | $1,017 | $3,132-67.5% | $2,839-64.2% | $4,876-79.2% |
| Participant deferral / active EE | $3,202 | $3,972-19.4% | $3,609-11.3% | $5,439-41.1% |
| Admin fee / account holder | $127 | $5,710-97.8% | $4,906-97.4% | $10,885-98.8% |