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 | $29,489 | $90,600-67.5% | $79,464-62.9% | $135,375-78.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.14% | 977.43%-977.6pp | 718.14%-718.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $5,633 | $3,068+83.6% | $2,800+101.2% | $4,779+17.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $100 | $5,907-98.3% | $5,113-98.0% | $10,827-99.1% |