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 | $10,925 | $152,509-92.8% | $117,472-90.7% | $134,475-91.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -6.68% | 52.99%-59.7pp | 29.74%-36.4pp | 417.96%-424.6pp |
| Employer contribution / active EE | $438 | $5,571-92.1% | $4,176-89.5% | $4,740-90.8% |
| Participant deferral / active EE | $12,473 | $4,818+158.9% | $4,070+206.4% | $6,400+94.9% |
| Admin fee / account holder | $134 | $7,004-98.1% | $5,645-97.6% | $11,426-98.8% |