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 7-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 | $42,441 | $138,044-69.3% | $125,339-66.1% | $134,475-68.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.59% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,153 | $5,243-58.9% | $4,814-55.3% | $4,740-54.6% |
| Participant deferral / active EE | $14,088 | $7,799+80.6% | $7,446+89.2% | $6,400+120.1% |
| Admin fee / account holder | $198 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |