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 8-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 | $22,524 | $97,757-77.0% | $83,848-73.1% | $135,375-83.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,725 | $4,222-35.5% | $3,631-25.0% | $4,779-43.0% |
| Participant deferral / active EE | $5,921 | $4,682+26.5% | $4,082+45.1% | $5,609+5.6% |
| Admin fee / account holder | $44 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |