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 9-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 | $14,965 | $73,515-79.6% | $62,995-76.2% | $147,584-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,652 | $3,320-20.1% | $2,759-3.9% | $4,876-45.6% |
| Participant deferral / active EE | $11,344 | $4,185+171.1% | $3,329+240.7% | $5,439+108.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |