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 | $19,966 | $84,695-76.4% | $73,843-73.0% | $125,391-84.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.28% | 3123.53%-3123.8pp | 2267.84%-2268.1pp | 282.22%-282.5pp |
| Employer contribution / active EE | $5,302 | $3,123+69.7% | $2,787+90.2% | $4,866+9.0% |
| Participant deferral / active EE | $3,143 | $3,992-21.3% | $3,583-12.3% | $5,352-41.3% |
| Admin fee / account holder | $33 | $5,691-99.4% | $4,880-99.3% | $9,540-99.7% |