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 | $33,951 | $117,381-71.1% | $99,443-65.9% | $152,861-77.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $19,441 | $3,013+545.3% | $2,540+665.5% | $4,762+308.2% |
| Participant deferral / active EE | $13,130 | $4,086+221.3% | $3,619+262.8% | $5,850+124.4% |
| Admin fee / account holder | $240 | $7,631-96.9% | $6,250-96.2% | $11,596-97.9% |