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 7-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 | $16,650 | $106,543-84.4% | $91,220-81.7% | $134,475-87.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.29% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,669 | $3,331-49.9% | $2,850-41.5% | $4,740-64.8% |
| Participant deferral / active EE | $3,675 | $4,719-22.1% | $4,234-13.2% | $6,400-42.6% |
| Admin fee / account holder | $19 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |