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 9-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 | $22,557 | $84,402-73.3% | $61,373-63.2% | $134,475-83.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.90% | 584.55%-601.4pp | 338.61%-355.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,206 | $1,544+42.8% | $1,159+90.3% | $4,740-53.5% |
| Participant deferral / active EE | $4,556 | $2,819+61.6% | $2,125+114.4% | $6,400-28.8% |
| Admin fee / account holder | $18 | $2,585-99.3% | $2,130-99.1% | $11,426-99.8% |