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 | $19,832 | $99,020-80.0% | $86,590-77.1% | $147,584-86.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 12.18% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,296 | $3,132-58.6% | $2,839-54.3% | $4,876-73.4% |
| Participant deferral / active EE | $1,296 | $3,972-67.4% | $3,609-64.1% | $5,439-76.2% |
| Admin fee / account holder | $266 | $5,710-95.3% | $4,906-94.6% | $10,885-97.6% |