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 5-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 | $21,639 | $99,640-78.3% | $86,436-75.0% | $134,475-83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.25% | 6782.58%-6791.8pp | 4394.89%-4404.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $3,079 | $4,400-30.0% | $3,769-18.3% | $4,740-35.0% |
| Participant deferral / active EE | $8,381 | $7,246+15.7% | $6,952+20.6% | $6,400+31.0% |
| Admin fee / account holder | $12 | $8,371-99.9% | $6,731-99.8% | $11,426-99.9% |