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 | $41,667 | $102,604-59.4% | $86,188-51.7% | $139,434-70.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 19.06% | 1922.51%-1903.5pp | 1168.45%-1149.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,939 | $3,032-36.1% | $2,380-18.5% | $4,751-59.2% |
| Participant deferral / active EE | $6,355 | $4,676+35.9% | $3,985+59.5% | $6,710-5.3% |
| Admin fee / account holder | $171 | $8,657-98.0% | $6,852-97.5% | $11,403-98.5% |