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 | $36,809 | $95,862-61.6% | $79,550-53.7% | $134,475-72.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.10% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $816 | $3,128-73.9% | $2,413-66.2% | $4,740-82.8% |
| Participant deferral / active EE | $3,265 | $4,693-30.4% | $3,985-18.1% | $6,400-49.0% |
| Admin fee / account holder | $22 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |