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 8-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 | $102,189 | $104,106-1.8% | $71,086+43.8% | $135,375-24.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.57% | 1256.30%-1259.9pp | 650.59%-654.2pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,666 | $1,485+79.5% | $1,088+145.1% | $4,779-44.2% |
| Participant deferral / active EE | $5,692 | $2,527+125.3% | $1,874+203.7% | $5,609+1.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |