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 | $103,284 | $99,640+3.7% | $86,436+19.5% | $134,475-23.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.46% | 6782.58%-6800.0pp | 4394.89%-4412.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,595 | $4,400+4.4% | $3,769+21.9% | $4,740-3.0% |
| Participant deferral / active EE | $11,799 | $7,246+62.8% | $6,952+69.7% | $6,400+84.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |