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 8-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 | $24,054 | $99,640-75.9% | $86,436-72.2% | $134,475-82.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.96% | 6782.58%-6798.5pp | 4394.89%-4410.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,259 | $4,400-25.9% | $3,769-13.5% | $4,740-31.2% |
| Participant deferral / active EE | $6,578 | $7,246-9.2% | $6,952-5.4% | $6,400+2.8% |
| Admin fee / account holder | $15 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |