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 7-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 | $28,805 | $99,640-71.1% | $86,436-66.7% | $134,475-78.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.74% | 6782.58%-6803.3pp | 4394.89%-4415.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $8,638 | $4,400+96.3% | $3,769+129.2% | $4,740+82.3% |
| Participant deferral / active EE | $11,373 | $7,246+57.0% | $6,952+63.6% | $6,400+77.7% |
| Admin fee / account holder | $16 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |