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 4-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 | $77,473 | $147,727-47.6% | $115,756-33.1% | $134,475-42.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -18.39% | 73.96%-92.4pp | 143.14%-161.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $6,518 | $4,713+38.3% | $3,793+71.9% | $4,740+37.5% |
| Participant deferral / active EE | $16,844 | $7,563+122.7% | $6,254+169.3% | $6,400+163.2% |
| Admin fee / account holder | $91 | $14,571-99.4% | $8,124-98.9% | $11,426-99.2% |