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 | $41,234 | $138,044-70.1% | $125,339-67.1% | $134,475-69.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.71% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,446 | $5,243-53.4% | $4,814-49.2% | $4,740-48.4% |
| Participant deferral / active EE | $8,994 | $7,799+15.3% | $7,446+20.8% | $6,400+40.5% |
| Admin fee / account holder | $188 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |