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 4-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 | $78,348 | $99,640-21.4% | $86,436-9.4% | $134,475-41.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.24% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $10,463 | $4,400+137.8% | $3,769+177.6% | $4,740+120.7% |
| Participant deferral / active EE | $10,250 | $7,246+41.5% | $6,952+47.4% | $6,400+60.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |