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 5-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 | $25,570 | $138,044-81.5% | $125,339-79.6% | $134,475-81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.35% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,182 | $5,243-39.3% | $4,814-33.9% | $4,740-32.9% |
| Participant deferral / active EE | $11,277 | $7,799+44.6% | $7,446+51.4% | $6,400+76.2% |
| Admin fee / account holder | $288 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |