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 3-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 | $184,625 | $96,305+91.7% | $80,569+129.2% | $139,434+32.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,058 | $3,262+24.4% | $2,723+49.0% | $4,751-14.6% |
| Participant deferral / active EE | $15,263 | $5,232+191.7% | $4,447+243.2% | $6,710+127.5% |
| Admin fee / account holder | $15 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |