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 3-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 | $16,932 | $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 | -16.09% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,183 | $4,038-45.9% | $3,635-39.9% | $4,740-53.9% |
| Participant deferral / active EE | $4,424 | $5,291-16.4% | $4,728-6.4% | $6,400-30.9% |
| Admin fee / account holder | $15 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |