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 9-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 | $65,834 | $138,044-52.3% | $125,339-47.5% | $134,475-51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.11% | 750.33%-756.4pp | 572.05%-578.2pp | 417.96%-424.1pp |
| Employer contribution / active EE | $4,636 | $5,243-11.6% | $4,814-3.7% | $4,740-2.2% |
| Participant deferral / active EE | $14,599 | $7,799+87.2% | $7,446+96.1% | $6,400+128.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |