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 | $33,303 | $45,152-26.2% | $73,843-54.9% | $59,632-44.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.58% | 27.40%-29.0pp | 2267.84%-2269.4pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,978 | $2,574+15.7% | $3,583-16.9% | $3,192-6.7% |
| Admin fee / account holder | $218 | $3,516-93.8% | $4,880-95.5% | $4,297-94.9% |