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 8-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 | $85,180 | $138,065-38.3% | $123,544-31.1% | $135,375-37.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $9,102 | $5,151+76.7% | $4,628+96.7% | $4,779+90.5% |
| Participant deferral / active EE | $8,416 | $6,799+23.8% | $6,426+31.0% | $5,609+50.1% |
| Admin fee / account holder | $165 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |