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 | $66,546 | $169,161-60.7% | $129,295-48.5% | $145,959-54.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 14348.07%-14348.1pp | 9429.28%-9429.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $4,238 | $5,543-23.5% | $4,157+2.0% | $4,661-9.1% |
| Participant deferral / active EE | $8,063 | $4,989+61.6% | $4,169+93.4% | $6,689+20.6% |
| Admin fee / account holder | $122 | $9,878-98.8% | $7,665-98.4% | $13,398-99.1% |