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 5-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 | $28,240 | $138,044-79.5% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.52% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $7,125 | $5,243+35.9% | $4,814+48.0% | $4,740+50.3% |
| Participant deferral / active EE | $10,155 | $7,799+30.2% | $7,446+36.4% | $6,400+58.7% |
| Admin fee / account holder | $288 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |