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 6-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 | $22,445 | $129,942-82.7% | $104,294-78.5% | $134,475-83.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.83% | 42.03%-60.9pp | 24.61%-43.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,800 | $4,184+14.7% | $3,372+42.4% | $4,740+1.3% |
| Participant deferral / active EE | $12,000 | $5,588+114.8% | $4,625+159.5% | $6,400+87.5% |
| Admin fee / account holder | $12 | $9,323-99.9% | $7,339-99.8% | $11,426-99.9% |