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 7-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 | $18,594 | $93,024-80.0% | $77,024-75.9% | $134,475-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -3.09% | 62.60%-65.7pp | 42.32%-45.4pp | 417.96%-421.1pp |
| Employer contribution / active EE | $1,395 | $3,418-59.2% | $2,812-50.4% | $4,740-70.6% |
| Participant deferral / active EE | $1,395 | $5,238-73.4% | $4,426-68.5% | $6,400-78.2% |
| Admin fee / account holder | $98 | $6,944-98.6% | $5,425-98.2% | $11,426-99.1% |