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 | $58,014 | $102,966-43.7% | $90,281-35.7% | $152,861-62.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,570 | $3,139+13.7% | $2,854+25.1% | $4,762-25.0% |
| Participant deferral / active EE | $5,305 | $4,281+23.9% | $3,885+36.5% | $5,850-9.3% |
| Admin fee / account holder | $111 | $6,171-98.2% | $5,351-97.9% | $11,596-99.0% |