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 4-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 | $62,047 | $152,509-59.3% | $117,472-47.2% | $134,475-53.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $51,106 | $5,571+817.4% | $4,176+1123.8% | $4,740+978.3% |
| Participant deferral / active EE | $13,892 | $4,818+188.4% | $4,070+241.3% | $6,400+117.1% |
| Admin fee / account holder | $100 | $7,004-98.6% | $5,645-98.2% | $11,426-99.1% |