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 4-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 | $12,229 | $84,402-85.5% | $61,373-80.1% | $134,475-90.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.52% | 584.55%-605.1pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,018 | $1,544-34.1% | $1,159-12.2% | $4,740-78.5% |
| Participant deferral / active EE | $9,415 | $2,819+234.0% | $2,125+343.1% | $6,400+47.1% |
| Admin fee / account holder | $23 | $2,585-99.1% | $2,130-98.9% | $11,426-99.8% |