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 8-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 | $14,774 | $92,703-84.1% | $82,719-82.1% | $134,475-89.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.79% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,711 | $3,274+13.3% | $3,009+23.3% | $4,740-21.7% |
| Participant deferral / active EE | $5,259 | $4,802+9.5% | $4,395+19.7% | $6,400-17.8% |
| Admin fee / account holder | $125 | $5,983-97.9% | $5,329-97.7% | $11,426-98.9% |