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 | $6,521 | $96,305-93.2% | $80,569-91.9% | $139,434-95.3% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,469 | $3,262-55.0% | $2,723-46.1% | $4,751-69.1% |
| Participant deferral / active EE | $3,588 | $5,232-31.4% | $4,447-19.3% | $6,710-46.5% |
| Admin fee / account holder | $2 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |