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 | $133,738 | $92,703+44.3% | $82,719+61.7% | $134,475-0.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.72% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,945 | $3,274+20.5% | $3,009+31.1% | $4,740-16.8% |
| Participant deferral / active EE | $6,833 | $4,802+42.3% | $4,395+55.5% | $6,400+6.8% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.3% | $11,426-99.7% |