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 | $84,206 | $142,405-40.9% | $115,157-26.9% | $152,861-44.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,628 | $4,010-59.4% | $3,179-48.8% | $4,762-65.8% |
| Participant deferral / active EE | $15,402 | $5,164+198.3% | $4,168+269.5% | $5,850+163.3% |
| Admin fee / account holder | $256 | $8,462-97.0% | $7,088-96.4% | $11,596-97.8% |