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 8-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 | $28,881 | $101,283-71.5% | $75,826-61.9% | $135,375-78.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.07% | 3384.62%-3392.7pp | 1914.15%-1922.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $14,007 | $2,382+488.0% | $1,913+632.1% | $4,779+193.1% |
| Participant deferral / active EE | $7,337 | $3,469+111.5% | $2,862+156.3% | $5,609+30.8% |
| Admin fee / account holder | $41 | $6,539-99.4% | $4,726-99.1% | $10,827-99.6% |