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 6-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 | $28,397 | $111,301-74.5% | $112,977-74.9% | $158,922-82.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.83%-302.8pp |
| Employer contribution / active EE | $8,850 | $4,471+97.9% | $4,255+108.0% | $4,761+85.9% |
| Participant deferral / active EE | $18,133 | $5,880+208.4% | $5,836+210.7% | $5,982+203.1% |
| Admin fee / account holder | $26 | $8,392-99.7% | $6,294-99.6% | $11,246-99.8% |