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 8-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 | $93,279 | $180,449-48.3% | $154,107-39.5% | $135,375-31.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $7,921 | $6,035+31.3% | $5,298+49.5% | $4,779+65.8% |
| Participant deferral / active EE | $11,769 | $5,806+102.7% | $5,081+131.6% | $5,609+109.8% |
| Admin fee / account holder | $264 | $16,143-98.4% | $13,411-98.0% | $10,827-97.6% |