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 3-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 | $15,877 | $82,286-80.7% | $68,791-76.9% | $134,475-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $548 | $3,301-83.4% | $2,655-79.4% | $4,740-88.4% |
| Participant deferral / active EE | $15,833 | $4,739+234.1% | $3,941+301.8% | $6,400+147.4% |
| Admin fee / account holder | $14 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |