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 | $53,144 | $104,486-49.1% | $76,817-30.8% | $152,861-65.2% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.4%-11.0pp |
| Annual return | 23.51% | 1013.37%-989.9pp | 1166.11%-1142.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,084 | $3,116-65.2% | $2,302-52.9% | $4,762-77.2% |
| Participant deferral / active EE | $2,850 | $4,236-32.7% | $3,336-14.6% | $5,850-51.3% |
| Admin fee / account holder | $57 | $12,275-99.5% | $6,420-99.1% | $11,596-99.5% |