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 9-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 | $11,069 | $93,024-88.1% | $77,024-85.6% | $134,475-91.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.17% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $864 | $3,418-74.7% | $2,812-69.3% | $4,740-81.8% |
| Participant deferral / active EE | $1,449 | $5,238-72.3% | $4,426-67.3% | $6,400-77.4% |
| Admin fee / account holder | $173 | $6,944-97.5% | $5,425-96.8% | $11,426-98.5% |