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 | $16,458 | $109,327-84.9% | $89,391-81.6% | $158,922-89.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $16,239 | $3,170+412.3% | $2,586+528.1% | $4,761+241.1% |
| Participant deferral / active EE | $7,696 | $4,598+67.4% | $3,890+97.9% | $5,982+28.7% |
| Admin fee / account holder | $213 | $6,153-96.5% | $4,881-95.6% | $11,246-98.1% |