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 10-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 | $9,761 | $104,106-90.6% | $71,086-86.3% | $135,375-92.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.25% | 1256.30%-1263.5pp | 650.59%-657.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $675 | $1,485-54.6% | $1,088-38.0% | $4,779-85.9% |
| Participant deferral / active EE | $456 | $2,527-81.9% | $1,874-75.7% | $5,609-91.9% |
| Admin fee / account holder | $14 | $4,142-99.7% | $3,082-99.5% | $10,827-99.9% |