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 | $18,560 | $84,402-78.0% | $61,373-69.8% | $134,475-86.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.85% | 584.55%-602.4pp | 338.61%-356.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $942 | $1,544-39.0% | $1,159-18.8% | $4,740-80.1% |
| Participant deferral / active EE | $510 | $2,819-81.9% | $2,125-76.0% | $6,400-92.0% |
| Admin fee / account holder | $215 | $2,585-91.7% | $2,130-89.9% | $11,426-98.1% |