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 | $40,677 | $138,065-70.5% | $123,544-67.1% | $135,375-70.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.87% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $4,749 | $5,151-7.8% | $4,628+2.6% | $4,779-0.6% |
| Participant deferral / active EE | $12,750 | $6,799+87.5% | $6,426+98.4% | $5,609+127.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |