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 | $36,250 | $92,703-60.9% | $82,719-56.2% | $134,475-73.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.41% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,639 | $3,274-19.4% | $3,009-12.3% | $4,740-44.3% |
| Participant deferral / active EE | $8,177 | $4,802+70.3% | $4,395+86.1% | $6,400+27.8% |
| Admin fee / account holder | $157 | $5,983-97.4% | $5,329-97.0% | $11,426-98.6% |