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 | $74,353 | $102,547-27.5% | $78,210-4.9% | $147,584-49.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $6,236 | $2,617+138.3% | $2,034+206.6% | $4,876+27.9% |
| Participant deferral / active EE | $6,876 | $3,481+97.5% | $2,823+143.6% | $5,439+26.4% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |