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 5-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 | $18,119 | $152,509-88.1% | $117,472-84.6% | $134,475-86.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.29% | 52.99%-65.3pp | 29.74%-42.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,841 | $5,571-49.0% | $4,176-32.0% | $4,740-40.1% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $148 | $7,004-97.9% | $5,645-97.4% | $11,426-98.7% |