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 | $68,820 | $138,044-50.1% | $125,339-45.1% | $134,475-48.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.85% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $3,024 | $5,243-42.3% | $4,814-37.2% | $4,740-36.2% |
| Participant deferral / active EE | $7,794 | $7,799-0.1% | $7,446+4.7% | $6,400+21.8% |
| Admin fee / account holder | $207 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |