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 | $71,605 | $157,256-54.5% | $141,162-49.3% | $152,861-53.2% |
| 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 | $17,400 | $5,261+230.7% | $4,735+267.5% | $4,762+265.4% |
| Participant deferral / active EE | $11,156 | $7,109+56.9% | $6,709+66.3% | $5,850+90.7% |
| Admin fee / account holder | $33 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |