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 9-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 | $18,202 | $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 | -20.14% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,493 | $4,038-63.0% | $3,635-58.9% | $4,740-68.5% |
| Participant deferral / active EE | $2,582 | $5,291-51.2% | $4,728-45.4% | $6,400-59.7% |
| Admin fee / account holder | $78 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |