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 | $90,890 | $209,832-56.7% | $189,513-52.0% | $167,490-45.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,800 | $6,914-45.0% | $6,162-38.3% | $4,837-21.4% |
| Participant deferral / active EE | $11,050 | $8,935+23.7% | $8,221+34.4% | $6,341+74.3% |
| Admin fee / account holder | $29 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |