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 | $22,636 | $152,509-85.2% | $117,472-80.7% | $134,475-83.2% |
| Participation rate | 95.2% | 77.1%+18.2pp | 70.6%+24.7pp | 81.2%+14.0pp |
| Annual return | -17.85% | 52.99%-70.8pp | 29.74%-47.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,500 | $4,818-48.1% | $4,070-38.6% | $6,400-60.9% |
| Admin fee / account holder | $113 | $7,004-98.4% | $5,645-98.0% | $11,426-99.0% |