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 6-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 | $19,766 | $106,543-81.4% | $91,220-78.3% | $134,475-85.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.47% | 160.60%-181.1pp | 114.01%-134.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,752 | $3,331-17.4% | $2,850-3.4% | $4,740-41.9% |
| Participant deferral / active EE | $9,071 | $4,719+92.2% | $4,234+114.3% | $6,400+41.7% |
| Admin fee / account holder | $238 | $6,231-96.2% | $5,420-95.6% | $11,426-97.9% |