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 | $83,072 | $99,640-16.6% | $86,436-3.9% | $134,475-38.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.53% | 6782.58%-6797.1pp | 4394.89%-4409.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $6,864 | $4,400+56.0% | $3,769+82.1% | $4,740+44.8% |
| Participant deferral / active EE | $15,536 | $7,246+114.4% | $6,952+123.5% | $6,400+142.8% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |