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 6-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 | $94,093 | $90,600+3.9% | $79,464+18.4% | $135,375-30.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.94% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $7,267 | $3,068+136.9% | $2,800+159.5% | $4,779+52.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $237 | $5,907-96.0% | $5,113-95.4% | $10,827-97.8% |