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 7-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 | $26,135 | $107,934-75.8% | $91,989-71.6% | $152,861-82.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $14,620 | $4,210+247.3% | $3,452+323.6% | $4,762+207.0% |
| Participant deferral / active EE | $11,333 | $6,364+78.1% | $5,923+91.3% | $5,850+93.7% |
| Admin fee / account holder | $19 | $10,520-99.8% | $7,743-99.8% | $11,596-99.8% |