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 9-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 | $40,819 | $92,703-56.0% | $82,719-50.7% | $134,475-69.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.11% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $7,859 | $3,274+140.1% | $3,009+161.2% | $4,740+65.8% |
| Participant deferral / active EE | $9,070 | $4,802+88.9% | $4,395+106.4% | $6,400+41.7% |
| Admin fee / account holder | $287 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |