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 7-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 | $29,550 | $138,044-78.6% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.14% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,277 | $5,243+38.8% | $4,814+51.2% | $4,740+53.5% |
| Participant deferral / active EE | $4,986 | $7,799-36.1% | $7,446-33.0% | $6,400-22.1% |
| Admin fee / account holder | $269 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |