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 7-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 | $69,127 | $104,907-34.1% | $84,611-18.3% | $152,861-54.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $25,747 | $3,302+679.8% | $2,652+870.8% | $4,762+440.6% |
| Participant deferral / active EE | $2,536 | $4,688-45.9% | $3,899-35.0% | $5,850-56.7% |
| Admin fee / account holder | $146 | $6,241-97.7% | $4,912-97.0% | $11,596-98.7% |