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 | $15,483 | $121,625-87.3% | $104,607-85.2% | $158,922-90.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,458 | $3,163+40.9% | $2,681+66.3% | $4,761-6.4% |
| Participant deferral / active EE | $5,404 | $4,177+29.4% | $3,740+44.5% | $5,982-9.7% |
| Admin fee / account holder | $156 | $7,787-98.0% | $6,473-97.6% | $11,246-98.6% |