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 | $38,286 | $84,695-54.8% | $73,843-48.2% | $125,391-69.5% |
| Participation rate | 81.0% | 76.8%+4.2pp | 73.4%+7.5pp | 83.2%-2.2pp |
| Annual return | 0.31% | 3123.53%-3123.2pp | 2267.84%-2267.5pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,166 | $3,123-30.7% | $2,787-22.3% | $4,866-55.5% |
| Participant deferral / active EE | $5,682 | $3,992+42.3% | $3,583+58.6% | $5,352+6.2% |
| Admin fee / account holder | $22 | $5,691-99.6% | $4,880-99.6% | $9,540-99.8% |