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 6-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 | $29,352 | $106,543-72.5% | $91,220-67.8% | $134,475-78.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.18% | 160.60%-176.8pp | 114.01%-130.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $500 | $3,331-85.0% | $2,850-82.5% | $4,740-89.5% |
| Participant deferral / active EE | $10,500 | $4,719+122.5% | $4,234+148.0% | $6,400+64.1% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |