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 | $15,629 | $115,882-86.5% | $100,516-84.5% | $158,922-90.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,935 | $4,103+69.0% | $3,418+102.9% | $4,761+45.7% |
| Participant deferral / active EE | $8,959 | $6,674+34.2% | $6,270+42.9% | $5,982+49.8% |
| Admin fee / account holder | $70 | $10,995-99.4% | $8,081-99.1% | $11,246-99.4% |