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 | $75,845 | $92,703-18.2% | $82,719-8.3% | $134,475-43.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.57% | 944.92%-963.5pp | 701.18%-719.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,546 | $3,274+69.4% | $3,009+84.3% | $4,740+17.0% |
| Participant deferral / active EE | $9,339 | $4,802+94.5% | $4,395+112.5% | $6,400+45.9% |
| Admin fee / account holder | $36 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |