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 | $118,488 | $209,832-43.5% | $189,513-37.5% | $167,490-29.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,933 | $6,914-43.1% | $6,162-36.2% | $4,837-18.7% |
| Participant deferral / active EE | $10,981 | $8,935+22.9% | $8,221+33.6% | $6,341+73.2% |
| Admin fee / account holder | $14 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |