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 | $66,484 | $84,695-21.5% | $73,843-10.0% | $125,391-47.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 0.04% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,608 | $3,123-48.5% | $2,787-42.3% | $4,866-67.0% |
| Participant deferral / active EE | $4,450 | $3,992+11.5% | $3,583+24.2% | $5,352-16.8% |
| Admin fee / account holder | $10 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |