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 | $8,933 | $104,106-91.4% | $71,086-87.4% | $135,375-93.4% |
| Participation rate | 70.0% | 65.7%+4.3pp | 54.7%+15.3pp | 82.6%-12.6pp |
| Annual return | -7.57% | 1256.30%-1263.9pp | 650.59%-658.2pp | 519.73%-527.3pp |
| Employer contribution / active EE | $824 | $1,485-44.5% | $1,088-24.2% | $4,779-82.8% |
| Participant deferral / active EE | $2,665 | $2,527+5.5% | $1,874+42.2% | $5,609-52.5% |
| Admin fee / account holder | $11 | $4,142-99.7% | $3,082-99.6% | $10,827-99.9% |