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 | $20,089 | $84,402-76.2% | $61,373-67.3% | $134,475-85.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.28% | 584.55%-599.8pp | 338.61%-353.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $494 | $1,544-68.0% | $1,159-57.4% | $4,740-89.6% |
| Participant deferral / active EE | $794 | $2,819-71.8% | $2,125-62.7% | $6,400-87.6% |
| Admin fee / account holder | $98 | $2,585-96.2% | $2,130-95.4% | $11,426-99.1% |