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 | $36,325 | $82,286-55.9% | $68,791-47.2% | $134,475-73.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 980.61% | -2.19%+982.8pp | -6.38%+987.0pp | 417.96%+562.6pp |
| Employer contribution / active EE | $6,432 | $3,301+94.9% | $2,655+142.3% | $4,740+35.7% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $209 | $6,481-96.8% | $4,932-95.8% | $11,426-98.2% |