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 4-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 | $10,627 | $99,640-89.3% | $86,436-87.7% | $134,475-92.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.17% | 6782.58%-6799.7pp | 4394.89%-4412.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,538 | $4,400-65.1% | $3,769-59.2% | $4,740-67.6% |
| Participant deferral / active EE | $5,099 | $7,246-29.6% | $6,952-26.7% | $6,400-20.3% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |