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 | $190,816 | $99,640+91.5% | $86,436+120.8% | $134,475+41.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.59% | 6782.58%-6799.2pp | 4394.89%-4411.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,912 | $4,400+11.6% | $3,769+30.3% | $4,740+3.6% |
| Participant deferral / active EE | $16,204 | $7,246+123.6% | $6,952+133.1% | $6,400+153.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |