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 | $33,658 | $133,958-74.9% | $112,228-70.0% | $134,475-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.32% | 47.11%-57.4pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $7,789 | $4,038+92.9% | $3,635+114.3% | $4,740+64.3% |
| Participant deferral / active EE | $8,131 | $5,291+53.7% | $4,728+72.0% | $6,400+27.1% |
| Admin fee / account holder | $11 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |