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 | $9,407 | $104,106-91.0% | $71,086-86.8% | $135,375-93.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.90% | 1256.30%-1265.2pp | 650.59%-659.5pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,198 | $1,485+48.0% | $1,088+102.1% | $4,779-54.0% |
| Participant deferral / active EE | $3,986 | $2,527+57.7% | $1,874+112.7% | $5,609-28.9% |
| Admin fee / account holder | $35 | $4,142-99.2% | $3,082-98.9% | $10,827-99.7% |