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 4-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 | $18,639 | $138,044-86.5% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,265 | $5,243-56.8% | $4,814-52.9% | $4,740-52.2% |
| Participant deferral / active EE | $16,799 | $7,799+115.4% | $7,446+125.6% | $6,400+162.5% |
| Admin fee / account holder | $55 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |