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 6-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 | $28,427 | $138,044-79.4% | $125,339-77.3% | $134,475-78.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.19% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,821 | $5,243+30.1% | $4,814+41.7% | $4,740+43.9% |
| Participant deferral / active EE | $10,791 | $7,799+38.4% | $7,446+44.9% | $6,400+68.6% |
| Admin fee / account holder | $33 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |