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 5-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 | $144,719 | $99,640+45.2% | $86,436+67.4% | $134,475+7.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.77% | 6782.58%-6801.4pp | 4394.89%-4413.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $12,150 | $4,400+176.1% | $3,769+222.4% | $4,740+156.3% |
| Participant deferral / active EE | $13,500 | $7,246+86.3% | $6,952+94.2% | $6,400+110.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |