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 6-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 | $17,875 | $133,958-86.7% | $112,228-84.1% | $134,475-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.05% | 47.11%-58.2pp | 27.45%-38.5pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,604 | $4,038-35.5% | $3,635-28.4% | $4,740-45.1% |
| Participant deferral / active EE | $4,140 | $5,291-21.8% | $4,728-12.4% | $6,400-35.3% |
| Admin fee / account holder | $29 | $7,489-99.6% | $6,410-99.6% | $11,426-99.7% |