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 | $41,848 | $109,817-61.9% | $98,442-57.5% | $167,490-75.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 12.92% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,552 | $3,224-51.9% | $2,960-47.6% | $4,837-67.9% |
| Participant deferral / active EE | $3,879 | $4,673-17.0% | $4,276-9.3% | $6,341-38.8% |
| Admin fee / account holder | $225 | $6,753-96.7% | $5,949-96.2% | $12,309-98.2% |