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 8-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 | $22,956 | $138,065-83.4% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.09% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,705 | $5,151-28.1% | $4,628-19.9% | $4,779-22.5% |
| Participant deferral / active EE | $9,013 | $6,799+32.6% | $6,426+40.3% | $5,609+60.7% |
| Admin fee / account holder | $70 | $10,916-99.4% | $9,284-99.2% | $10,827-99.4% |