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 5-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 | $15,860 | $133,958-88.2% | $112,228-85.9% | $134,475-88.2% |
| 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 | $1,847 | $4,038-54.3% | $3,635-49.2% | $4,740-61.0% |
| Participant deferral / active EE | $8,211 | $5,291+55.2% | $4,728+73.7% | $6,400+28.3% |
| Admin fee / account holder | $46 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |