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 7-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 | $34,746 | $157,256-77.9% | $141,162-75.4% | $152,861-77.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,963 | $5,261+51.4% | $4,735+68.2% | $4,762+67.2% |
| Participant deferral / active EE | $23,632 | $7,109+232.4% | $6,709+252.2% | $5,850+303.9% |
| Admin fee / account holder | $180 | $12,120-98.5% | $10,261-98.2% | $11,596-98.5% |