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 | $32,498 | $138,044-76.5% | $125,339-74.1% | $134,475-75.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.25% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,006 | $5,243-80.8% | $4,814-79.1% | $4,740-78.8% |
| Participant deferral / active EE | $13,542 | $7,799+73.6% | $7,446+81.9% | $6,400+111.6% |
| Admin fee / account holder | $216 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |