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 6-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 | $24,144 | $92,703-74.0% | $82,719-70.8% | $134,475-82.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.05% | 944.92%-955.0pp | 701.18%-711.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $4,398 | $3,274+34.3% | $3,009+46.2% | $4,740-7.2% |
| Participant deferral / active EE | $6,927 | $4,802+44.3% | $4,395+57.6% | $6,400+8.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |