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 4-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 | $69,433 | $138,044-49.7% | $125,339-44.6% | $134,475-48.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.12% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $13,669 | $5,243+160.7% | $4,814+184.0% | $4,740+188.4% |
| Participant deferral / active EE | $26,000 | $7,799+233.4% | $7,446+249.2% | $6,400+306.3% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |