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 10-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 | $62,021 | $138,044-55.1% | $125,339-50.5% | $134,475-53.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.43% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,746 | $5,243-47.6% | $4,814-43.0% | $4,740-42.1% |
| Participant deferral / active EE | $5,757 | $7,799-26.2% | $7,446-22.7% | $6,400-10.0% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |