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 8-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 | $7,675 | $84,402-90.9% | $61,373-87.5% | $134,475-94.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.96% | 584.55%-605.5pp | 338.61%-359.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,972 | $1,544+92.4% | $1,159+156.3% | $4,740-37.3% |
| Participant deferral / active EE | $4,458 | $2,819+58.1% | $2,125+109.8% | $6,400-30.3% |
| Admin fee / account holder | $274 | $2,585-89.4% | $2,130-87.1% | $11,426-97.6% |