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 | $12,976 | $92,703-86.0% | $82,719-84.3% | $134,475-90.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.64% | 944.92%-963.6pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,092 | $3,274-66.6% | $3,009-63.7% | $4,740-77.0% |
| Participant deferral / active EE | $1,872 | $4,802-61.0% | $4,395-57.4% | $6,400-70.7% |
| Admin fee / account holder | $130 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |