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 | $21,580 | $45,152-52.2% | $73,843-70.8% | $59,632-63.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.52% | 27.40%-27.9pp | 2267.84%-2268.4pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $4,591 | $1,902+141.4% | $2,787+64.7% | $2,203+108.4% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $49 | $3,516-98.6% | $4,880-99.0% | $4,297-98.9% |