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 10-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 | $16,218 | $90,600-82.1% | $79,464-79.6% | $135,375-88.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.04% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,108 | $3,068-63.9% | $2,800-60.4% | $4,779-76.8% |
| Participant deferral / active EE | $6,162 | $4,050+52.1% | $3,704+66.4% | $5,609+9.9% |
| Admin fee / account holder | $98 | $5,907-98.3% | $5,113-98.1% | $10,827-99.1% |