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 | $93,570 | $99,640-6.1% | $86,436+8.3% | $134,475-30.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.33% | 6782.58%-6800.9pp | 4394.89%-4413.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $8,679 | $4,400+97.2% | $3,769+130.3% | $4,740+83.1% |
| Participant deferral / active EE | $12,282 | $7,246+69.5% | $6,952+76.7% | $6,400+91.9% |
| Admin fee / account holder | $46 | $8,371-99.5% | $6,731-99.3% | $11,426-99.6% |