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 6-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 | $102,063 | $133,958-23.8% | $112,228-9.1% | $134,475-24.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.14% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $22,625 | $4,038+460.3% | $3,635+522.5% | $4,740+377.4% |
| Participant deferral / active EE | $11,750 | $5,291+122.1% | $4,728+148.5% | $6,400+83.6% |
| Admin fee / account holder | $234 | $7,489-96.9% | $6,410-96.4% | $11,426-98.0% |