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 | $20,811 | $88,594-76.5% | $70,092-70.3% | $134,475-84.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -9.16% | 442.67%-451.8pp | 190.73%-199.9pp | 417.96%-427.1pp |
| Employer contribution / active EE | $5,070 | $3,233+56.8% | $2,559+98.1% | $4,740+7.0% |
| Participant deferral / active EE | $7,004 | $4,772+46.8% | $3,849+82.0% | $6,400+9.4% |
| Admin fee / account holder | $49 | $10,441-99.5% | $6,267-99.2% | $11,426-99.6% |