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 | $16,017 | $92,703-82.7% | $82,719-80.6% | $134,475-88.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.33% | 944.92%-965.3pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,886 | $3,274-42.4% | $3,009-37.3% | $4,740-60.2% |
| Participant deferral / active EE | $6,091 | $4,802+26.8% | $4,395+38.6% | $6,400-4.8% |
| Admin fee / account holder | $243 | $5,983-95.9% | $5,329-95.4% | $11,426-97.9% |