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 | $13,991 | $152,509-90.8% | $117,472-88.1% | $134,475-89.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.26% | 52.99%-71.2pp | 29.74%-48.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,083 | $5,571-62.6% | $4,176-50.1% | $4,740-56.1% |
| Participant deferral / active EE | $810 | $4,818-83.2% | $4,070-80.1% | $6,400-87.3% |
| Admin fee / account holder | $38 | $7,004-99.5% | $5,645-99.3% | $11,426-99.7% |