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 | $34,323 | $138,044-75.1% | $125,339-72.6% | $134,475-74.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,562 | $5,243-70.2% | $4,814-67.5% | $4,740-67.0% |
| Participant deferral / active EE | $6,382 | $7,799-18.2% | $7,446-14.3% | $6,400-0.3% |
| Admin fee / account holder | $167 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |