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 5-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 | $23,802 | $138,044-82.8% | $125,339-81.0% | $134,475-82.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.96% | 750.33%-757.3pp | 572.05%-579.0pp | 417.96%-424.9pp |
| Employer contribution / active EE | $3,242 | $5,243-38.2% | $4,814-32.7% | $4,740-31.6% |
| Participant deferral / active EE | $12,706 | $7,799+62.9% | $7,446+70.6% | $6,400+98.5% |
| Admin fee / account holder | $169 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |