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 | $115,252 | $99,640+15.7% | $86,436+33.3% | $134,475-14.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.50% | 6782.58%-6789.1pp | 4394.89%-4401.4pp | 417.96%-424.5pp |
| Employer contribution / active EE | $18,450 | $4,400+319.3% | $3,769+389.6% | $4,740+289.3% |
| Participant deferral / active EE | $13,072 | $7,246+80.4% | $6,952+88.0% | $6,400+104.3% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |