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 | $41,401 | $48,274-14.2% | $63,517-34.8% | $59,632-30.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.00% | -240.79%+240.8pp | -70.30%+70.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $988 | $1,586-37.7% | $2,322-57.4% | $2,203-55.1% |
| Participant deferral / active EE | $2,234 | $2,343-4.6% | $2,953-24.4% | $3,192-30.0% |
| Admin fee / account holder | $106 | $3,600-97.0% | $5,892-98.2% | $4,297-97.5% |