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 | $45,207 | $106,543-57.6% | $91,220-50.4% | $134,475-66.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.77% | 160.60%-181.4pp | 114.01%-134.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,424 | $3,331+62.8% | $2,850+90.3% | $4,740+14.4% |
| Participant deferral / active EE | $9,862 | $4,719+109.0% | $4,234+132.9% | $6,400+54.1% |
| Admin fee / account holder | $66 | $6,231-98.9% | $5,420-98.8% | $11,426-99.4% |