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 | $20,448 | $47,479-56.9% | $62,929-67.5% | $82,448-75.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.35% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,081 | $1,885-42.7% | $2,505-56.8% | $2,551-57.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $147 | $3,804-96.1% | $5,065-97.1% | $7,234-98.0% |