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 | $34,289 | $165,335-79.3% | $149,696-77.1% | $158,922-78.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,392 | $5,103-72.7% | $4,644-70.0% | $4,761-70.8% |
| Participant deferral / active EE | $9,065 | $7,181+26.2% | $6,842+32.5% | $5,982+51.5% |
| Admin fee / account holder | $47 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |