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 | $10,742 | $69,207-84.5% | $64,056-83.2% | $139,434-92.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,195 | $3,182+0.4% | $2,747+16.3% | $4,751-32.8% |
| Participant deferral / active EE | $6,839 | $4,682+46.1% | $3,880+76.3% | $6,710+1.9% |
| Admin fee / account holder | $9 | $4,244-99.8% | $3,068-99.7% | $11,403-99.9% |