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 | $98,888 | $138,044-28.4% | $125,339-21.1% | $134,475-26.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.53% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,685 | $5,243+8.4% | $4,814+18.1% | $4,740+19.9% |
| Participant deferral / active EE | $19,850 | $7,799+154.5% | $7,446+166.6% | $6,400+210.2% |
| Admin fee / account holder | $4 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |