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 | $57,957 | $84,695-31.6% | $73,843-21.5% | $125,391-53.8% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 1.09% | 3123.53%-3122.4pp | 2267.84%-2266.8pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,594 | $3,123-49.0% | $2,787-42.8% | $4,866-67.2% |
| Participant deferral / active EE | $2,558 | $3,992-35.9% | $3,583-28.6% | $5,352-52.2% |
| Admin fee / account holder | $26 | $5,691-99.5% | $4,880-99.5% | $9,540-99.7% |