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 5-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 | $46,343 | $185,200-75.0% | $142,863-67.6% | $167,490-72.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,688 | $5,604-69.9% | $4,144-59.3% | $4,837-65.1% |
| Participant deferral / active EE | $5,625 | $4,494+25.2% | $3,837+46.6% | $6,341-11.3% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |