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 6-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 | $13,399 | $81,632-83.6% | $70,449-81.0% | $158,922-91.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,737 | $3,217+16.1% | $2,737+36.5% | $4,761-21.5% |
| Participant deferral / active EE | $7,925 | $4,554+74.0% | $3,709+113.7% | $5,982+32.5% |
| Admin fee / account holder | $93 | $6,193-98.5% | $3,845-97.6% | $11,246-99.2% |