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 | $8,973 | $84,402-89.4% | $61,373-85.4% | $134,475-93.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.40% | 584.55%-596.9pp | 338.61%-351.0pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,462 | $1,544-5.3% | $1,159+26.1% | $4,740-69.1% |
| Participant deferral / active EE | $1,433 | $2,819-49.2% | $2,125-32.6% | $6,400-77.6% |
| Admin fee / account holder | $121 | $2,585-95.3% | $2,130-94.3% | $11,426-98.9% |