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 | $56,944 | $201,272-71.7% | $184,203-69.1% | $145,922-61.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.00%-29.0pp | 28.81%-28.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $33,617 | $7,022+378.8% | $6,427+423.0% | $4,660+621.4% |
| Participant deferral / active EE | $21,082 | $9,806+115.0% | $9,131+130.9% | $6,688+215.2% |
| Admin fee / account holder | $102 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |