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 | $154,483 | $99,640+55.0% | $86,436+78.7% | $134,475+14.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.40% | 6782.58%-6798.0pp | 4394.89%-4410.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,649 | $4,400-39.8% | $3,769-29.7% | $4,740-44.1% |
| Participant deferral / active EE | $12,017 | $7,246+65.8% | $6,952+72.9% | $6,400+87.8% |
| Admin fee / account holder | $2 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |