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 | $21,655 | $92,703-76.6% | $82,719-73.8% | $134,475-83.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.51% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,980 | $3,274-39.5% | $3,009-34.2% | $4,740-58.2% |
| Participant deferral / active EE | $5,362 | $4,802+11.7% | $4,395+22.0% | $6,400-16.2% |
| Admin fee / account holder | $117 | $5,983-98.0% | $5,329-97.8% | $11,426-99.0% |