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 | $25,140 | $157,256-84.0% | $141,162-82.2% | $152,861-83.6% |
| 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 | $8,651 | $5,261+64.4% | $4,735+82.7% | $4,762+81.6% |
| Participant deferral / active EE | $10,389 | $7,109+46.1% | $6,709+54.8% | $5,850+77.6% |
| Admin fee / account holder | $81 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |