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 | $31,359 | $185,822-83.1% | $169,993-81.6% | $139,434-77.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,126 | $7,590-45.6% | $6,785-39.2% | $4,751-13.1% |
| Participant deferral / active EE | $8,033 | $11,622-30.9% | $10,408-22.8% | $6,710+19.7% |
| Admin fee / account holder | $196 | $15,381-98.7% | $12,815-98.5% | $11,403-98.3% |