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 | $17,677 | $138,044-87.2% | $125,339-85.9% | $134,475-86.9% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,970 | $5,243-24.3% | $4,814-17.5% | $4,740-16.2% |
| Participant deferral / active EE | $6,168 | $7,799-20.9% | $7,446-17.2% | $6,400-3.6% |
| Admin fee / account holder | $209 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |