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 | $71,616 | $99,640-28.1% | $86,436-17.1% | $134,475-46.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,285 | $4,400-25.4% | $3,769-12.8% | $4,740-30.7% |
| Participant deferral / active EE | $11,048 | $7,246+52.5% | $6,952+58.9% | $6,400+72.6% |
| Admin fee / account holder | $279 | $8,371-96.7% | $6,731-95.9% | $11,426-97.6% |