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 7-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 | $16,875 | $92,703-81.8% | $82,719-79.6% | $134,475-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.80% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,847 | $3,274-43.6% | $3,009-38.6% | $4,740-61.0% |
| Participant deferral / active EE | $5,754 | $4,802+19.8% | $4,395+30.9% | $6,400-10.1% |
| Admin fee / account holder | $206 | $5,983-96.6% | $5,329-96.1% | $11,426-98.2% |