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 | $25,153 | $95,193-73.6% | $76,523-67.1% | $135,375-81.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.60% | 4.85%-11.5pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,464 | $3,302-55.7% | $2,647-44.7% | $4,779-69.4% |
| Participant deferral / active EE | $2,395 | $4,639-48.4% | $3,835-37.6% | $5,609-57.3% |
| Admin fee / account holder | $52 | $6,249-99.2% | $4,848-98.9% | $10,827-99.5% |