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 | $12,722 | $152,509-91.7% | $117,472-89.2% | $134,475-90.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.34% | 52.99%-73.3pp | 29.74%-50.1pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,748 | $4,818-1.5% | $4,070+16.6% | $6,400-25.8% |
| Admin fee / account holder | $49 | $7,004-99.3% | $5,645-99.1% | $11,426-99.6% |