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 | $92,136 | $99,640-7.5% | $86,436+6.6% | $134,475-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.33% | 6782.58%-6799.9pp | 4394.89%-4412.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,077 | $4,400-52.8% | $3,769-44.9% | $4,740-56.2% |
| Participant deferral / active EE | $12,962 | $7,246+78.9% | $6,952+86.5% | $6,400+102.5% |
| Admin fee / account holder | $95 | $8,371-98.9% | $6,731-98.6% | $11,426-99.2% |