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 9-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 | $46,136 | $138,044-66.6% | $125,339-63.2% | $134,475-65.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,657 | $5,243-49.3% | $4,814-44.8% | $4,740-43.9% |
| Participant deferral / active EE | $8,788 | $7,799+12.7% | $7,446+18.0% | $6,400+37.3% |
| Admin fee / account holder | $22 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |