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 | $38,433 | $99,640-61.4% | $86,436-55.5% | $134,475-71.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.55% | 6782.58%-6800.1pp | 4394.89%-4412.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,403 | $4,400+0.1% | $3,769+16.8% | $4,740-7.1% |
| Participant deferral / active EE | $5,032 | $7,246-30.6% | $6,952-27.6% | $6,400-21.4% |
| Admin fee / account holder | $204 | $8,371-97.6% | $6,731-97.0% | $11,426-98.2% |