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 | $35,943 | $180,028-80.0% | $138,135-74.0% | $158,922-77.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,564 | $7,470-52.3% | $5,587-36.2% | $4,761-25.1% |
| Participant deferral / active EE | $8,710 | $7,717+12.9% | $6,431+35.4% | $5,982+45.6% |
| Admin fee / account holder | $203 | $17,912-98.9% | $11,856-98.3% | $11,246-98.2% |