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 10-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 | $11,915 | $92,703-87.1% | $82,719-85.6% | $134,475-91.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.06% | 944.92%-959.0pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,022 | $3,274-68.8% | $3,009-66.0% | $4,740-78.4% |
| Participant deferral / active EE | $5,210 | $4,802+8.5% | $4,395+18.5% | $6,400-18.6% |
| Admin fee / account holder | $142 | $5,983-97.6% | $5,329-97.3% | $11,426-98.8% |