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 | $18,511 | $138,044-86.6% | $125,339-85.2% | $134,475-86.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.24% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,160 | $5,243-20.7% | $4,814-13.6% | $4,740-12.2% |
| Participant deferral / active EE | $3,727 | $7,799-52.2% | $7,446-49.9% | $6,400-41.8% |
| Admin fee / account holder | $93 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |