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 | $99,059 | $104,106-4.8% | $71,086+39.4% | $135,375-26.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -0.34% | 1256.30%-1256.6pp | 650.59%-650.9pp | 519.73%-520.1pp |
| Employer contribution / active EE | $18,969 | $1,485+1177.4% | $1,088+1644.0% | $4,779+296.9% |
| Participant deferral / active EE | $12,250 | $2,527+384.8% | $1,874+553.6% | $5,609+118.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |