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 5-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 | $18,009 | $105,860-83.0% | $90,749-80.2% | $134,475-86.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.26% | -11.01%-9.3pp | -12.16%-8.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,413 | $3,462-59.2% | $2,921-51.6% | $4,740-70.2% |
| Participant deferral / active EE | $7,188 | $5,216+37.8% | $4,564+57.5% | $6,400+12.3% |
| Admin fee / account holder | $11 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |