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 | $44,060 | $180,449-75.6% | $154,107-71.4% | $135,375-67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.26% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,325 | $6,035-78.0% | $5,298-75.0% | $4,779-72.3% |
| Participant deferral / active EE | $9,000 | $5,806+55.0% | $5,081+77.1% | $5,609+60.5% |
| Admin fee / account holder | $102 | $16,143-99.4% | $13,411-99.2% | $10,827-99.1% |