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 | $63,977 | $99,640-35.8% | $86,436-26.0% | $134,475-52.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.27% | 6782.58%-6796.8pp | 4394.89%-4409.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $14,200 | $4,400+222.7% | $3,769+276.8% | $4,740+199.6% |
| Participant deferral / active EE | $12,333 | $7,246+70.2% | $6,952+77.4% | $6,400+92.7% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |