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 | $9,295 | $92,703-90.0% | $82,719-88.8% | $134,475-93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.46% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,824 | $3,274-44.3% | $3,009-39.4% | $4,740-61.5% |
| Participant deferral / active EE | $1,569 | $4,802-67.3% | $4,395-64.3% | $6,400-75.5% |
| Admin fee / account holder | $228 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |