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 | $10,482 | $92,703-88.7% | $82,719-87.3% | $134,475-92.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.97% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,321 | $3,274-59.7% | $3,009-56.1% | $4,740-72.1% |
| Participant deferral / active EE | $2,967 | $4,802-38.2% | $4,395-32.5% | $6,400-53.6% |
| Admin fee / account holder | $46 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |