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 | $57,642 | $85,202-32.3% | $172,739-66.6% | $72,985-21.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,665 | $3,324-19.8% | $5,143-48.2% | $2,440+9.2% |
| Participant deferral / active EE | $2,001 | $3,260-38.6% | $5,198-61.5% | $3,607-44.5% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |