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 | $22,893 | $106,543-78.5% | $91,220-74.9% | $134,475-83.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.71% | 160.60%-172.3pp | 114.01%-125.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,337 | $3,331-29.8% | $2,850-18.0% | $4,740-50.7% |
| Participant deferral / active EE | $5,534 | $4,719+17.3% | $4,234+30.7% | $6,400-13.5% |
| Admin fee / account holder | $14 | $6,231-99.8% | $5,420-99.7% | $11,426-99.9% |