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 4-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 | $24,662 | $92,703-73.4% | $82,719-70.2% | $134,475-81.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.97% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,500 | $3,274-54.2% | $3,009-50.1% | $4,740-68.4% |
| Participant deferral / active EE | $5,625 | $4,802+17.1% | $4,395+28.0% | $6,400-12.1% |
| Admin fee / account holder | $86 | $5,983-98.6% | $5,329-98.4% | $11,426-99.2% |