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 6-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 | $72,472 | $99,640-27.3% | $86,436-16.2% | $134,475-46.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.65% | 6782.58%-6787.2pp | 4394.89%-4399.5pp | 417.96%-422.6pp |
| Employer contribution / active EE | $25,177 | $4,400+472.1% | $3,769+568.1% | $4,740+431.2% |
| Participant deferral / active EE | $15,900 | $7,246+119.4% | $6,952+128.7% | $6,400+148.4% |
| Admin fee / account holder | $282 | $8,371-96.6% | $6,731-95.8% | $11,426-97.5% |