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 | $9,533 | $92,703-89.7% | $82,719-88.5% | $134,475-92.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -17.72% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $640 | $3,274-80.5% | $3,009-78.7% | $4,740-86.5% |
| Participant deferral / active EE | $1,533 | $4,802-68.1% | $4,395-65.1% | $6,400-76.1% |
| Admin fee / account holder | $31 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |