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 | $51,597 | $138,044-62.6% | $125,339-58.8% | $134,475-61.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.43% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,603 | $5,243-31.3% | $4,814-25.2% | $4,740-24.0% |
| Participant deferral / active EE | $12,500 | $7,799+60.3% | $7,446+67.9% | $6,400+95.3% |
| Admin fee / account holder | $245 | $11,571-97.9% | $10,010-97.5% | $11,426-97.9% |