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 | $106,387 | $104,907+1.4% | $84,611+25.7% | $152,861-30.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $11,895 | $3,302+260.3% | $2,652+348.5% | $4,762+149.8% |
| Participant deferral / active EE | $11,377 | $4,688+142.7% | $3,899+191.8% | $5,850+94.5% |
| Admin fee / account holder | $294 | $6,241-95.3% | $4,912-94.0% | $11,596-97.5% |