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 | $8,456 | $92,703-90.9% | $82,719-89.8% | $134,475-93.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.28% | 944.92%-955.2pp | 701.18%-711.5pp | 417.96%-428.2pp |
| Employer contribution / active EE | $395 | $3,274-87.9% | $3,009-86.9% | $4,740-91.7% |
| Participant deferral / active EE | $2,887 | $4,802-39.9% | $4,395-34.3% | $6,400-54.9% |
| Admin fee / account holder | $279 | $5,983-95.3% | $5,329-94.8% | $11,426-97.6% |