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 5-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 | $83,426 | $209,411-60.2% | $178,490-53.3% | $158,922-47.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $12,173 | $5,706+113.3% | $5,011+142.9% | $4,761+155.7% |
| Participant deferral / active EE | $6,080 | $5,954+2.1% | $5,202+16.9% | $5,982+1.6% |
| Admin fee / account holder | $273 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |