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 | $22,573 | $138,044-83.6% | $125,339-82.0% | $134,475-83.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.13% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,291 | $5,243-56.3% | $4,814-52.4% | $4,740-51.7% |
| Participant deferral / active EE | $2,746 | $7,799-64.8% | $7,446-63.1% | $6,400-57.1% |
| Admin fee / account holder | $203 | $11,571-98.2% | $10,010-98.0% | $11,426-98.2% |