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 4-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 | $23,160 | $84,402-72.6% | $61,373-62.3% | $134,475-82.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.36% | 584.55%-598.9pp | 338.61%-353.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,165 | $1,544-24.6% | $1,159+0.5% | $4,740-75.4% |
| Participant deferral / active EE | $10,447 | $2,819+270.6% | $2,125+391.6% | $6,400+63.2% |
| Admin fee / account holder | $126 | $2,585-95.1% | $2,130-94.1% | $11,426-98.9% |