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 | $91,870 | $157,256-41.6% | $141,162-34.9% | $152,861-39.9% |
| 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 | $1,471 | $5,261-72.0% | $4,735-68.9% | $4,762-69.1% |
| Participant deferral / active EE | $2,941 | $7,109-58.6% | $6,709-56.2% | $5,850-49.7% |
| Admin fee / account holder | $21 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |