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 | $24,544 | $138,044-82.2% | $125,339-80.4% | $134,475-81.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.89% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,588 | $5,243-50.6% | $4,814-46.2% | $4,740-45.4% |
| Participant deferral / active EE | $2,755 | $7,799-64.7% | $7,446-63.0% | $6,400-57.0% |
| Admin fee / account holder | $108 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |