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 | $15,667 | $106,543-85.3% | $91,220-82.8% | $134,475-88.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.18% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,594 | $3,331-52.2% | $2,850-44.1% | $4,740-66.4% |
| Participant deferral / active EE | $4,516 | $4,719-4.3% | $4,234+6.7% | $6,400-29.4% |
| Admin fee / account holder | $130 | $6,231-97.9% | $5,420-97.6% | $11,426-98.9% |