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 | $46,100 | $104,251-55.8% | $91,001-49.3% | $147,584-68.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,474 | $3,116-52.7% | $2,456-40.0% | $4,876-69.8% |
| Participant deferral / active EE | $7,741 | $4,195+84.5% | $3,547+118.2% | $5,439+42.3% |
| Admin fee / account holder | $176 | $8,948-98.0% | $5,417-96.8% | $10,885-98.4% |