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 | $9,546 | $92,703-89.7% | $82,719-88.5% | $134,475-92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.45% | 944.92%-956.4pp | 701.18%-712.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,433 | $3,274-56.2% | $3,009-52.4% | $4,740-69.8% |
| Participant deferral / active EE | $2,313 | $4,802-51.8% | $4,395-47.4% | $6,400-63.9% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |