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 | $15,464 | $95,862-83.9% | $79,550-80.6% | $134,475-88.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.06% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,048 | $3,128-34.5% | $2,413-15.1% | $4,740-56.8% |
| Participant deferral / active EE | $4,923 | $4,693+4.9% | $3,985+23.5% | $6,400-23.1% |
| Admin fee / account holder | $18 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |