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 | $91,476 | $138,044-33.7% | $125,339-27.0% | $134,475-32.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.58% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $22,069 | $5,243+320.9% | $4,814+358.5% | $4,740+365.6% |
| Participant deferral / active EE | $14,540 | $7,799+86.4% | $7,446+95.3% | $6,400+127.2% |
| Admin fee / account holder | $254 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |