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 | $2,392 | $84,402-97.2% | $61,373-96.1% | $134,475-98.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.31% | 584.55%-601.9pp | 338.61%-355.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $280 | $1,544-81.9% | $1,159-75.8% | $4,740-94.1% |
| Participant deferral / active EE | $280 | $2,819-90.1% | $2,125-86.8% | $6,400-95.6% |
| Admin fee / account holder | $50 | $2,585-98.1% | $2,130-97.6% | $11,426-99.6% |