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 | $10,313 | $84,402-87.8% | $61,373-83.2% | $134,475-92.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.66% | 584.55%-605.2pp | 338.61%-359.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,770 | $1,544+79.4% | $1,159+138.9% | $4,740-41.6% |
| Participant deferral / active EE | $3,708 | $2,819+31.5% | $2,125+74.5% | $6,400-42.1% |
| Admin fee / account holder | $41 | $2,585-98.4% | $2,130-98.1% | $11,426-99.6% |