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 | $15,725 | $138,044-88.6% | $125,339-87.5% | $134,475-88.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.31% | 750.33%-754.6pp | 572.05%-576.4pp | 417.96%-422.3pp |
| Employer contribution / active EE | $4,562 | $5,243-13.0% | $4,814-5.2% | $4,740-3.8% |
| Participant deferral / active EE | $8,357 | $7,799+7.2% | $7,446+12.2% | $6,400+30.6% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |