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 7-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 | $76,972 | $99,640-22.7% | $86,436-10.9% | $134,475-42.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.42% | 6782.58%-6798.0pp | 4394.89%-4410.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,605 | $4,400-63.5% | $3,769-57.4% | $4,740-66.1% |
| Participant deferral / active EE | $3,730 | $7,246-48.5% | $6,952-46.3% | $6,400-41.7% |
| Admin fee / account holder | $28 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |