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 | $12,840 | $84,402-84.8% | $61,373-79.1% | $134,475-90.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -20.16% | 584.55%-604.7pp | 338.61%-358.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,970 | $1,544+92.3% | $1,159+156.2% | $4,740-37.3% |
| Participant deferral / active EE | $8,954 | $2,819+217.6% | $2,125+321.4% | $6,400+39.9% |
| Admin fee / account holder | $181 | $2,585-93.0% | $2,130-91.5% | $11,426-98.4% |