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 | $30,121 | $45,152-33.3% | $73,843-59.2% | $59,632-49.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.23% | 27.40%-27.2pp | 2267.84%-2267.6pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,604 | $2,574+117.7% | $3,583+56.4% | $3,192+75.6% |
| Admin fee / account holder | $128 | $3,516-96.3% | $4,880-97.4% | $4,297-97.0% |