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 5-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 | $15,501 | $106,543-85.5% | $91,220-83.0% | $134,475-88.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.90% | 160.60%-178.5pp | 114.01%-131.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $537 | $3,331-83.9% | $2,850-81.2% | $4,740-88.7% |
| Participant deferral / active EE | $10,250 | $4,719+117.2% | $4,234+142.1% | $6,400+60.2% |
| Admin fee / account holder | $100 | $6,231-98.4% | $5,420-98.2% | $11,426-99.1% |