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 8-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 | $16,813 | $152,509-89.0% | $117,472-85.7% | $134,475-87.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.52% | 52.99%-72.5pp | 29.74%-49.3pp | 417.96%-437.5pp |
| Employer contribution / active EE | $655 | $5,571-88.2% | $4,176-84.3% | $4,740-86.2% |
| Participant deferral / active EE | $2,529 | $4,818-47.5% | $4,070-37.9% | $6,400-60.5% |
| Admin fee / account holder | $122 | $7,004-98.3% | $5,645-97.8% | $11,426-98.9% |