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 | $52,668 | $84,695-37.8% | $73,843-28.7% | $125,391-58.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.46% | 3123.53%-3126.0pp | 2267.84%-2270.3pp | 282.22%-284.7pp |
| Employer contribution / active EE | $5,000 | $3,123+60.1% | $2,787+79.4% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $150 | $5,691-97.4% | $4,880-96.9% | $9,540-98.4% |