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 3-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 | $22,462 | $102,966-78.2% | $90,281-75.1% | $152,861-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,523 | $3,139+44.1% | $2,854+58.4% | $4,762-5.0% |
| Participant deferral / active EE | $9,572 | $4,281+123.6% | $3,885+146.4% | $5,850+63.6% |
| Admin fee / account holder | $56 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |