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 | $28,598 | $138,044-79.3% | $125,339-77.2% | $134,475-78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.42% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,873 | $5,243-64.3% | $4,814-61.1% | $4,740-60.5% |
| Participant deferral / active EE | $8,469 | $7,799+8.6% | $7,446+13.7% | $6,400+32.3% |
| Admin fee / account holder | $244 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |