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 | $11,857 | $133,958-91.1% | $112,228-89.4% | $134,475-91.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.06% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,361 | $4,038-66.3% | $3,635-62.6% | $4,740-71.3% |
| Participant deferral / active EE | $7,057 | $5,291+33.4% | $4,728+49.3% | $6,400+10.3% |
| Admin fee / account holder | $19 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |