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 | $40,927 | $102,828-60.2% | $105,387-61.2% | $152,861-73.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $18,950 | $4,473+323.7% | $4,213+349.8% | $4,762+297.9% |
| Participant deferral / active EE | $19,996 | $5,465+265.9% | $5,502+263.4% | $5,850+241.8% |
| Admin fee / account holder | $125 | $8,683-98.6% | $6,559-98.1% | $11,596-98.9% |