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 | $38,088 | $138,044-72.4% | $125,339-69.6% | $134,475-71.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.52% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $11,142 | $5,243+112.5% | $4,814+131.5% | $4,740+135.1% |
| Participant deferral / active EE | $6,113 | $7,799-21.6% | $7,446-17.9% | $6,400-4.5% |
| Admin fee / account holder | $289 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |