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 10-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 | $79,488 | $99,640-20.2% | $86,436-8.0% | $134,475-40.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.18% | 6782.58%-6797.8pp | 4394.89%-4410.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,925 | $4,400-33.5% | $3,769-22.4% | $4,740-38.3% |
| Participant deferral / active EE | $7,727 | $7,246+6.6% | $6,952+11.2% | $6,400+20.7% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |