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 | $71,087 | $107,334-33.8% | $92,893-23.5% | $152,861-53.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,898 | $4,221-31.3% | $3,653-20.7% | $4,762-39.1% |
| Participant deferral / active EE | $4,840 | $4,845-0.1% | $4,236+14.3% | $5,850-17.3% |
| Admin fee / account holder | $144 | $7,079-98.0% | $5,794-97.5% | $11,596-98.8% |