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 9-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 | $76,723 | $198,466-61.3% | $170,442-55.0% | $147,584-48.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $8,386 | $6,184+35.6% | $5,433+54.4% | $4,876+72.0% |
| Participant deferral / active EE | $5,029 | $5,629-10.7% | $4,939+1.8% | $5,439-7.5% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |