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 5-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 | $63,076 | $110,809-43.1% | $86,874-27.4% | $167,490-62.3% |
| Participation rate | 95.2% | 75.8%+19.5pp | 71.6%+23.6pp | 82.1%+13.1pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $18,739 | $3,244+477.7% | $2,495+651.0% | $4,837+287.4% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |