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 | $15,082 | $94,752-84.1% | $112,887-86.6% | $139,434-89.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 40.88%-40.9pp | 34.10%-34.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,145 | $4,625-10.4% | $4,563-9.2% | $4,751-12.8% |
| Participant deferral / active EE | $10,347 | $6,512+58.9% | $6,513+58.9% | $6,710+54.2% |
| Admin fee / account holder | $3 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |