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 | $16,986 | $97,757-82.6% | $83,848-79.7% | $135,375-87.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.80% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,257 | $4,222-46.5% | $3,631-37.8% | $4,779-52.8% |
| Participant deferral / active EE | $1,679 | $4,682-64.1% | $4,082-58.9% | $5,609-70.1% |
| Admin fee / account holder | $196 | $6,674-97.1% | $5,478-96.4% | $10,827-98.2% |