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 | $49,777 | $104,486-52.4% | $76,817-35.2% | $152,861-67.4% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.4%-7.4pp |
| Annual return | 22.61% | 1013.37%-990.8pp | 1166.11%-1143.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,896 | $3,116-39.1% | $2,302-17.6% | $4,762-60.2% |
| Participant deferral / active EE | $2,622 | $4,236-38.1% | $3,336-21.4% | $5,850-55.2% |
| Admin fee / account holder | $17 | $12,275-99.9% | $6,420-99.7% | $11,596-99.9% |