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 4-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 | $52,554 | $109,817-52.1% | $98,442-46.6% | $167,490-68.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $8,066 | $3,224+150.2% | $2,960+172.5% | $4,837+66.7% |
| Participant deferral / active EE | $6,013 | $4,673+28.7% | $4,276+40.6% | $6,341-5.2% |
| Admin fee / account holder | $195 | $6,753-97.1% | $5,949-96.7% | $12,309-98.4% |