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 | $19,067 | $175,202-89.1% | $149,673-87.3% | $139,434-86.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $8,871 | $5,474+62.0% | $4,818+84.1% | $4,751+86.7% |
| Participant deferral / active EE | $7,103 | $6,519+9.0% | $5,680+25.0% | $6,710+5.8% |
| Admin fee / account holder | $38 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |