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 7-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 | $25,109 | $138,044-81.8% | $125,339-80.0% | $134,475-81.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.62% | 750.33%-761.9pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,852 | $5,243-64.7% | $4,814-61.5% | $4,740-60.9% |
| Participant deferral / active EE | $3,227 | $7,799-58.6% | $7,446-56.7% | $6,400-49.6% |
| Admin fee / account holder | $105 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |