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 | $25,989 | $112,881-77.0% | $90,951-71.4% | $158,922-83.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $23,333 | $2,893+706.5% | $2,122+999.6% | $4,761+390.1% |
| Participant deferral / active EE | $6,644 | $4,128+61.0% | $3,373+97.0% | $5,982+11.1% |
| Admin fee / account holder | $33 | $8,041-99.6% | $5,959-99.4% | $11,246-99.7% |