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 3-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 | $33,309 | $148,534-77.6% | $135,903-75.5% | $139,434-76.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $11,682 | $5,243+122.8% | $4,856+140.6% | $4,751+145.9% |
| Participant deferral / active EE | $13,792 | $8,100+70.3% | $7,758+77.8% | $6,710+105.5% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-99.0% |