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 4-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 | $14,434 | $152,509-90.5% | $117,472-87.7% | $134,475-89.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.58% | 52.99%-64.6pp | 29.74%-41.3pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,180 | $5,571-42.9% | $4,176-23.8% | $4,740-32.9% |
| Participant deferral / active EE | $2,219 | $4,818-53.9% | $4,070-45.5% | $6,400-65.3% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |