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 | $24,239 | $185,200-86.9% | $142,863-83.0% | $167,490-85.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $17,868 | $5,604+218.8% | $4,144+331.2% | $4,837+269.4% |
| Participant deferral / active EE | $6,160 | $4,494+37.1% | $3,837+60.5% | $6,341-2.9% |
| Admin fee / account holder | $11 | $8,031-99.9% | $6,560-99.8% | $12,309-99.9% |