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 | $9,876 | $92,703-89.3% | $82,719-88.1% | $134,475-92.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.51% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $923 | $3,274-71.8% | $3,009-69.3% | $4,740-80.5% |
| Participant deferral / active EE | $1,506 | $4,802-68.6% | $4,395-65.7% | $6,400-76.5% |
| Admin fee / account holder | $98 | $5,983-98.4% | $5,329-98.2% | $11,426-99.1% |