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 | $14,611 | $92,703-84.2% | $82,719-82.3% | $134,475-89.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.35% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,832 | $3,274-44.0% | $3,009-39.1% | $4,740-61.3% |
| Participant deferral / active EE | $3,756 | $4,802-21.8% | $4,395-14.6% | $6,400-41.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |