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 5-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 | $27,427 | $49,227-44.3% | $70,449-61.1% | $79,858-65.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,966 | $2,099-6.3% | $2,737-28.1% | $2,471-20.4% |
| Participant deferral / active EE | $3,356 | $2,768+21.2% | $3,709-9.5% | $3,740-10.3% |
| Admin fee / account holder | $51 | $2,878-98.2% | $3,845-98.7% | $5,306-99.0% |