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 8-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 | $30,629 | $138,044-77.8% | $125,339-75.6% | $134,475-77.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.86% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,811 | $5,243-65.5% | $4,814-62.4% | $4,740-61.8% |
| Participant deferral / active EE | $5,914 | $7,799-24.2% | $7,446-20.6% | $6,400-7.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |