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 | $30,476 | $82,630-63.1% | $64,105-52.5% | $125,391-75.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | 2.59% | 1489.72%-1487.1pp | 791.24%-788.7pp | 282.22%-279.6pp |
| Employer contribution / active EE | $1,240 | $2,671-53.6% | $1,820-31.9% | $4,866-74.5% |
| Participant deferral / active EE | $1,240 | $3,608-65.6% | $2,822-56.1% | $5,352-76.8% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |