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 | $47,391 | $135,635-65.1% | $110,238-57.0% | $135,375-65.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.25% | 513.19%-520.4pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $38,205 | $4,906+678.7% | $3,826+898.4% | $4,779+699.5% |
| Participant deferral / active EE | $24,500 | $5,506+344.9% | $4,672+424.4% | $5,609+336.8% |
| Admin fee / account holder | $8 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |