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 4-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 | $8,335 | $92,703-91.0% | $82,719-89.9% | $134,475-93.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.74% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,039 | $3,274-68.3% | $3,009-65.5% | $4,740-78.1% |
| Participant deferral / active EE | $2,626 | $4,802-45.3% | $4,395-40.3% | $6,400-59.0% |
| Admin fee / account holder | $99 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |