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 10-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 | $14,099 | $106,543-86.8% | $91,220-84.5% | $134,475-89.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.44% | 160.60%-177.0pp | 114.01%-130.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $434 | $3,331-87.0% | $2,850-84.8% | $4,740-90.8% |
| Participant deferral / active EE | $3,636 | $4,719-22.9% | $4,234-14.1% | $6,400-43.2% |
| Admin fee / account holder | $13 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |