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 | $21,098 | $99,640-78.8% | $86,436-75.6% | $134,475-84.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.07% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,472 | $4,400-43.8% | $3,769-34.4% | $4,740-47.8% |
| Participant deferral / active EE | $3,772 | $7,246-48.0% | $6,952-45.7% | $6,400-41.1% |
| Admin fee / account holder | $13 | $8,371-99.9% | $6,731-99.8% | $11,426-99.9% |