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 6-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 | $13,805 | $106,543-87.0% | $91,220-84.9% | $134,475-89.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.57% | 160.60%-173.2pp | 114.01%-126.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,457 | $3,331-56.3% | $2,850-48.9% | $4,740-69.3% |
| Participant deferral / active EE | $3,661 | $4,719-22.4% | $4,234-13.5% | $6,400-42.8% |
| Admin fee / account holder | $116 | $6,231-98.1% | $5,420-97.9% | $11,426-99.0% |