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 5-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 | $21,750 | $138,044-84.2% | $125,339-82.6% | $134,475-83.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.85% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,450 | $5,243-15.1% | $4,814-7.6% | $4,740-6.1% |
| Participant deferral / active EE | $11,365 | $7,799+45.7% | $7,446+52.6% | $6,400+77.6% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |