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 4-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 | $41,367 | $82,630-49.9% | $64,105-35.5% | $125,391-67.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.10% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,827 | $2,671-31.6% | $1,820+0.4% | $4,866-62.5% |
| Participant deferral / active EE | $2,552 | $3,608-29.3% | $2,822-9.5% | $5,352-52.3% |
| Admin fee / account holder | $42 | $6,382-99.3% | $4,499-99.1% | $9,540-99.6% |