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 | $31,120 | $105,998-70.6% | $92,233-66.3% | $147,584-78.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,403 | $4,333-67.6% | $3,679-61.9% | $4,876-71.2% |
| Participant deferral / active EE | $3,667 | $4,478-18.1% | $3,897-5.9% | $5,439-32.6% |
| Admin fee / account holder | $145 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |