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 5-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 | $30,795 | $65,409-52.9% | $98,442-68.7% | $85,850-64.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,848 | $2,168-14.7% | $2,960-37.6% | $2,565-28.0% |
| Participant deferral / active EE | $2,927 | $3,166-7.6% | $4,276-31.5% | $3,952-25.9% |
| Admin fee / account holder | $33 | $4,593-99.3% | $5,949-99.4% | $6,260-99.5% |