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 | $46,908 | $106,890-56.1% | $84,015-44.2% | $152,861-69.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $820 | $2,734-70.0% | $1,983-58.6% | $4,762-82.8% |
| Participant deferral / active EE | $2,363 | $4,011-41.1% | $3,239-27.1% | $5,850-59.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |