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 | $18,845 | $152,509-87.6% | $117,472-84.0% | $134,475-86.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.01% | 52.99%-70.0pp | 29.74%-46.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,348 | $5,571-57.9% | $4,176-43.8% | $4,740-50.5% |
| Participant deferral / active EE | $2,348 | $4,818-51.3% | $4,070-42.3% | $6,400-63.3% |
| Admin fee / account holder | $118 | $7,004-98.3% | $5,645-97.9% | $11,426-99.0% |