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 5-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 | $20,010 | $129,217-84.5% | $93,406-78.6% | $158,922-87.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,748 | $2,711+1.4% | $2,075+32.4% | $4,761-42.3% |
| Participant deferral / active EE | $4,559 | $3,909+16.6% | $3,126+45.9% | $5,982-23.8% |
| Admin fee / account holder | $85 | $7,383-98.8% | $5,230-98.4% | $11,246-99.2% |