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 | $18,200 | $133,958-86.4% | $112,228-83.8% | $134,475-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.19% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,461 | $4,038-39.1% | $3,635-32.3% | $4,740-48.1% |
| Participant deferral / active EE | $4,753 | $5,291-10.2% | $4,728+0.5% | $6,400-25.7% |
| Admin fee / account holder | $278 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |