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 | $102,824 | $92,703+10.9% | $82,719+24.3% | $134,475-23.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.32% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $13,995 | $3,274+327.5% | $3,009+365.1% | $4,740+195.3% |
| Participant deferral / active EE | $5,432 | $4,802+13.1% | $4,395+23.6% | $6,400-15.1% |
| Admin fee / account holder | $85 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |