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 | $18,972 | $190,805-90.1% | $159,960-88.1% | $134,475-85.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $9,901 | $4,995+98.2% | $4,226+134.3% | $4,740+108.9% |
| Participant deferral / active EE | $8,800 | $6,923+27.1% | $6,182+42.3% | $6,400+37.5% |
| Admin fee / account holder | $22 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |