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 10-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 | $96,648 | $99,640-3.0% | $86,436+11.8% | $134,475-28.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | 6782.58%-6800.3pp | 4394.89%-4412.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,860 | $4,400+10.4% | $3,769+29.0% | $4,740+2.5% |
| Participant deferral / active EE | $12,465 | $7,246+72.0% | $6,952+79.3% | $6,400+94.8% |
| Admin fee / account holder | $67 | $8,371-99.2% | $6,731-99.0% | $11,426-99.4% |