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 9-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 | $15,233 | $92,703-83.6% | $82,719-81.6% | $134,475-88.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.08% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,209 | $3,274-63.1% | $3,009-59.8% | $4,740-74.5% |
| Participant deferral / active EE | $1,511 | $4,802-68.5% | $4,395-65.6% | $6,400-76.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |