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 9-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 | $16,913 | $133,958-87.4% | $112,228-84.9% | $134,475-87.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.88% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,314 | $4,038-67.5% | $3,635-63.9% | $4,740-72.3% |
| Participant deferral / active EE | $2,983 | $5,291-43.6% | $4,728-36.9% | $6,400-53.4% |
| Admin fee / account holder | $74 | $7,489-99.0% | $6,410-98.8% | $11,426-99.4% |