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 3-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 | $10,295 | $96,305-89.3% | $80,569-87.2% | $139,434-92.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $5,204 | $3,262+59.5% | $2,723+91.1% | $4,751+9.5% |
| Participant deferral / active EE | $6,120 | $5,232+17.0% | $4,447+37.6% | $6,710-8.8% |
| Admin fee / account holder | $19 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |