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 | $30,946 | $109,327-71.7% | $89,391-65.4% | $158,922-80.5% |
| 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 | $10,639 | $3,170+235.7% | $2,586+311.5% | $4,761+123.5% |
| Participant deferral / active EE | $8,052 | $4,598+75.1% | $3,890+107.0% | $5,982+34.6% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |