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 8-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 | $85,814 | $84,402+1.7% | $61,373+39.8% | $134,475-36.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.42% | 584.55%-604.0pp | 338.61%-358.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $333 | $1,544-78.4% | $1,159-71.2% | $4,740-93.0% |
| Participant deferral / active EE | $9,333 | $2,819+231.1% | $2,125+339.2% | $6,400+45.8% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |