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 | $11,086 | $90,519-87.8% | $93,789-88.2% | $134,475-91.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 98.06% | -15.72%+113.8pp | -11.33%+109.4pp | 417.96%-319.9pp |
| Employer contribution / active EE | $2,430 | $4,343-44.0% | $4,323-43.8% | $4,740-48.7% |
| Participant deferral / active EE | $2,615 | $5,978-56.3% | $6,094-57.1% | $6,400-59.1% |
| Admin fee / account holder | $10 | $9,252-99.9% | $7,195-99.9% | $11,426-99.9% |