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 | $16,685 | $138,044-87.9% | $125,339-86.7% | $134,475-87.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.64% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,513 | $5,243-52.1% | $4,814-47.8% | $4,740-47.0% |
| Participant deferral / active EE | $3,517 | $7,799-54.9% | $7,446-52.8% | $6,400-45.1% |
| Admin fee / account holder | $23 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |