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 | $24,135 | $99,020-75.6% | $86,590-72.1% | $147,584-83.6% |
| Participation rate | 82.6% | 76.3%+6.3pp | 73.5%+9.1pp | 82.8%-0.2pp |
| Annual return | 18.23% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,204 | $3,132-61.6% | $2,839-57.6% | $4,876-75.3% |
| Participant deferral / active EE | $2,853 | $3,972-28.2% | $3,609-20.9% | $5,439-47.5% |
| Admin fee / account holder | $186 | $5,710-96.7% | $4,906-96.2% | $10,885-98.3% |