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 | $30,916 | $84,402-63.4% | $61,373-49.6% | $134,475-77.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.25% | 584.55%-599.8pp | 338.61%-353.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $9,213 | $1,544+496.5% | $1,159+694.6% | $4,740+94.4% |
| Participant deferral / active EE | $4,212 | $2,819+49.4% | $2,125+98.2% | $6,400-34.2% |
| Admin fee / account holder | $21 | $2,585-99.2% | $2,130-99.0% | $11,426-99.8% |