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 | $17,489 | $84,695-79.4% | $73,843-76.3% | $125,391-86.1% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -1.13% | 3123.53%-3124.7pp | 2267.84%-2269.0pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,150 | $3,123-31.1% | $2,787-22.9% | $4,866-55.8% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |