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 | $130,434 | $92,703+40.7% | $82,719+57.7% | $134,475-3.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.96% | 944.92%-964.9pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,333 | $3,274-59.3% | $3,009-55.7% | $4,740-71.9% |
| Participant deferral / active EE | $18,667 | $4,802+288.7% | $4,395+324.7% | $6,400+191.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |