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 | $14,277 | $92,703-84.6% | $82,719-82.7% | $134,475-89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.15% | 944.92%-957.1pp | 701.18%-713.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,576 | $3,274+9.2% | $3,009+18.9% | $4,740-24.5% |
| Participant deferral / active EE | $2,497 | $4,802-48.0% | $4,395-43.2% | $6,400-61.0% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |