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 9-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 | $100,788 | $138,044-27.0% | $125,339-19.6% | $134,475-25.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.79% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $7,680 | $5,243+46.5% | $4,814+59.6% | $4,740+62.0% |
| Participant deferral / active EE | $9,815 | $7,799+25.9% | $7,446+31.8% | $6,400+53.4% |
| Admin fee / account holder | $50 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |