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 7-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 | $12,511 | $102,966-87.8% | $90,281-86.1% | $152,861-91.8% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,276 | $3,139-27.5% | $2,854-20.3% | $4,762-52.2% |
| Participant deferral / active EE | $2,820 | $4,281-34.1% | $3,885-27.4% | $5,850-51.8% |
| Admin fee / account holder | $37 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |