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 | $25,726 | $65,041-60.4% | $90,951-71.7% | $79,858-67.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,015 | $1,247+221.9% | $2,122+89.2% | $2,471+62.5% |
| Participant deferral / active EE | $10,798 | $2,512+329.9% | $3,373+220.1% | $3,740+188.7% |
| Admin fee / account holder | $124 | $4,536-97.3% | $5,959-97.9% | $5,306-97.7% |