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 | $58,029 | $102,616-43.5% | $81,983-29.2% | $158,922-63.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $8,050 | $3,240+148.4% | $2,498+222.2% | $4,761+69.1% |
| Participant deferral / active EE | $9,027 | $4,648+94.2% | $3,722+142.5% | $5,982+50.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |