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 7-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 | $8,692 | $92,703-90.6% | $82,719-89.5% | $134,475-93.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.38% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $367 | $3,274-88.8% | $3,009-87.8% | $4,740-92.3% |
| Participant deferral / active EE | $1,579 | $4,802-67.1% | $4,395-64.1% | $6,400-75.3% |
| Admin fee / account holder | $38 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |