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 9-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 | $41,486 | $144,119-71.2% | $117,854-64.8% | $147,584-71.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,621 | $4,896-66.9% | $3,786-57.2% | $4,876-66.8% |
| Participant deferral / active EE | $9,196 | $5,316+73.0% | $4,482+105.2% | $5,439+69.1% |
| Admin fee / account holder | $74 | $10,886-99.3% | $8,020-99.1% | $10,885-99.3% |