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 8-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 | $17,378 | $84,402-79.4% | $61,373-71.7% | $134,475-87.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -10.31% | 584.55%-594.9pp | 338.61%-348.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $8,392 | $1,544+443.4% | $1,159+623.8% | $4,740+77.1% |
| Participant deferral / active EE | $2,364 | $2,819-16.2% | $2,125+11.2% | $6,400-63.1% |
| Admin fee / account holder | $162 | $2,585-93.7% | $2,130-92.4% | $11,426-98.6% |