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 | $48,724 | $138,044-64.7% | $125,339-61.1% | $134,475-63.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.28% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,913 | $5,243-44.4% | $4,814-39.5% | $4,740-38.5% |
| Participant deferral / active EE | $11,775 | $7,799+51.0% | $7,446+58.1% | $6,400+84.0% |
| Admin fee / account holder | $32 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |