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 | $29,902 | $138,044-78.3% | $125,339-76.1% | $134,475-77.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.41% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,988 | $5,243-23.9% | $4,814-17.2% | $4,740-15.9% |
| Participant deferral / active EE | $9,531 | $7,799+22.2% | $7,446+28.0% | $6,400+48.9% |
| Admin fee / account holder | $31 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |