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 | $41,509 | $78,422-47.1% | $95,952-56.7% | $79,858-48.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,070 | $1,945+6.4% | $2,541-18.5% | $2,471-16.2% |
| Participant deferral / active EE | $4,270 | $3,440+24.1% | $4,167+2.5% | $3,740+14.2% |
| Admin fee / account holder | $208 | $5,622-96.3% | $6,795-96.9% | $5,306-96.1% |