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 | $14,493 | $76,312-81.0% | $67,221-78.4% | $158,922-90.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 22.77%-22.8pp | 20.72%-20.7pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,066 | $4,476+35.5% | $3,723+62.9% | $4,761+27.4% |
| Participant deferral / active EE | $6,786 | $5,264+28.9% | $4,384+54.8% | $5,982+13.4% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |