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 | $74,708 | $138,044-45.9% | $125,339-40.4% | $134,475-44.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.19% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $33,750 | $5,243+543.7% | $4,814+601.1% | $4,740+612.1% |
| Participant deferral / active EE | $6,750 | $7,799-13.4% | $7,446-9.4% | $6,400+5.5% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |