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 | $22,373 | $138,044-83.8% | $125,339-82.1% | $134,475-83.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.95% | 750.33%-754.3pp | 572.05%-576.0pp | 417.96%-421.9pp |
| Employer contribution / active EE | $5,027 | $5,243-4.1% | $4,814+4.4% | $4,740+6.1% |
| Participant deferral / active EE | $4,058 | $7,799-48.0% | $7,446-45.5% | $6,400-36.6% |
| Admin fee / account holder | $28 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |