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 | $25,704 | $102,317-74.9% | $146,958-82.5% | $80,856-68.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $6,794 | $3,713+83.0% | $4,933+37.7% | $2,755+146.6% |
| Participant deferral / active EE | $11,786 | $6,644+77.4% | $8,070+46.1% | $4,296+174.4% |
| Admin fee / account holder | $66 | $7,941-99.2% | $12,998-99.5% | $6,918-99.0% |