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 | $47,423 | $138,044-65.6% | $125,339-62.2% | $134,475-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.59% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,200 | $5,243-58.0% | $4,814-54.3% | $4,740-53.6% |
| Participant deferral / active EE | $14,100 | $7,799+80.8% | $7,446+89.4% | $6,400+120.3% |
| Admin fee / account holder | $229 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |