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 5-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 | $12,293 | $96,305-87.2% | $80,569-84.7% | $139,434-91.2% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,160 | $3,262-33.8% | $2,723-20.7% | $4,751-54.5% |
| Participant deferral / active EE | $2,752 | $5,232-47.4% | $4,447-38.1% | $6,710-59.0% |
| Admin fee / account holder | $31 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |