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 | $22,431 | $52,519-57.3% | $155,790-85.6% | $59,632-62.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 3.92% | 53.51%-49.6pp | 71.54%-67.6pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $1,628 | $1,589+2.4% | $3,836-57.6% | $2,203-26.1% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,797-100.0% | $3,192-100.0% |
| Admin fee / account holder | $122 | $3,540-96.5% | $7,478-98.4% | $4,297-97.2% |