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 7-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 | $82,216 | $180,449-54.4% | $154,107-46.7% | $135,375-39.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $12,396 | $6,035+105.4% | $5,298+134.0% | $4,779+159.4% |
| Participant deferral / active EE | $10,296 | $5,806+77.3% | $5,081+102.7% | $5,609+83.6% |
| Admin fee / account holder | $218 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |