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 | $83,721 | $138,044-39.4% | $125,339-33.2% | $134,475-37.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.22% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $6,851 | $5,243+30.7% | $4,814+42.3% | $4,740+44.5% |
| Participant deferral / active EE | $12,638 | $7,799+62.0% | $7,446+69.7% | $6,400+97.5% |
| Admin fee / account holder | $279 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |