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 6-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 | $14,654 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.39% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,303 | $5,243-75.2% | $4,814-72.9% | $4,740-72.5% |
| Participant deferral / active EE | $4,947 | $7,799-36.6% | $7,446-33.6% | $6,400-22.7% |
| Admin fee / account holder | $90 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |