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 | $176,227 | $100,852+74.7% | $90,404+94.9% | $158,922+10.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $630 | $3,689-82.9% | $3,262-80.7% | $4,761-86.8% |
| Participant deferral / active EE | $1,050 | $4,348-75.8% | $3,963-73.5% | $5,982-82.4% |
| Admin fee / account holder | $170 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |