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 8-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 | $17,341 | $107,334-83.8% | $92,893-81.3% | $152,861-88.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $9,010 | $4,221+113.5% | $3,653+146.7% | $4,762+89.2% |
| Participant deferral / active EE | $2,380 | $4,845-50.9% | $4,236-43.8% | $5,850-59.3% |
| Admin fee / account holder | $133 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |