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 | $33,112 | $56,199-41.1% | $67,652-51.1% | $59,632-44.5% |
| Participation rate | 86.7% | 71.5%+15.2pp | 75.7%+11.0pp | 68.7%+18.0pp |
| Annual return | -1.92% | 18505.31%-18507.2pp | 6625.04%-6627.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,894 | $1,614+17.3% | $2,266-16.4% | $2,203-14.0% |
| Participant deferral / active EE | $3,372 | $2,844+18.6% | $3,560-5.3% | $3,192+5.6% |
| Admin fee / account holder | $19 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |