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 | $29,926 | $138,044-78.3% | $125,339-76.1% | $134,475-77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.71% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,336 | $5,243-55.4% | $4,814-51.5% | $4,740-50.7% |
| Participant deferral / active EE | $6,740 | $7,799-13.6% | $7,446-9.5% | $6,400+5.3% |
| Admin fee / account holder | $50 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |