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 | $18,213 | $92,703-80.4% | $82,719-78.0% | $134,475-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.15% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $710 | $3,274-78.3% | $3,009-76.4% | $4,740-85.0% |
| Participant deferral / active EE | $2,663 | $4,802-44.6% | $4,395-39.4% | $6,400-58.4% |
| Admin fee / account holder | $94 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |