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 | $43,021 | $138,044-68.8% | $125,339-65.7% | $134,475-68.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.63% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,028 | $5,243-23.2% | $4,814-16.3% | $4,740-15.0% |
| Participant deferral / active EE | $8,274 | $7,799+6.1% | $7,446+11.1% | $6,400+29.3% |
| Admin fee / account holder | $199 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |