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 3-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 | $53,910 | $138,044-60.9% | $125,339-57.0% | $134,475-59.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.33% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,894 | $5,243-25.7% | $4,814-19.1% | $4,740-17.8% |
| Participant deferral / active EE | $14,085 | $7,799+80.6% | $7,446+89.1% | $6,400+120.1% |
| Admin fee / account holder | $137 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |