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 9-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 | $68,066 | $144,119-52.8% | $117,854-42.2% | $147,584-53.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $16,781 | $4,896+242.7% | $3,786+343.2% | $4,876+244.1% |
| Participant deferral / active EE | $6,286 | $5,316+18.3% | $4,482+40.3% | $5,439+15.6% |
| Admin fee / account holder | $108 | $10,886-99.0% | $8,020-98.7% | $10,885-99.0% |