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 7-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 | $8,194 | $88,594-90.8% | $70,092-88.3% | $134,475-93.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.60% | 442.67%-463.3pp | 190.73%-211.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,700 | $4,772-43.4% | $3,849-29.8% | $6,400-57.8% |
| Admin fee / account holder | $32 | $10,441-99.7% | $6,267-99.5% | $11,426-99.7% |