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 | $71,904 | $152,509-52.9% | $117,472-38.8% | $134,475-46.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -0.02% | 52.99%-53.0pp | 29.74%-29.8pp | 417.96%-418.0pp |
| Employer contribution / active EE | $24,000 | $5,571+330.8% | $4,176+474.7% | $4,740+406.4% |
| Participant deferral / active EE | $13,500 | $4,818+180.2% | $4,070+231.7% | $6,400+110.9% |
| Admin fee / account holder | $158 | $7,004-97.7% | $5,645-97.2% | $11,426-98.6% |