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 | $27,685 | $99,020-72.0% | $86,590-68.0% | $147,584-81.2% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 16.89% | 1312.34%-1295.4pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,627 | $3,132-16.1% | $2,839-7.5% | $4,876-46.1% |
| Participant deferral / active EE | $8,376 | $3,972+110.9% | $3,609+132.1% | $5,439+54.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |