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 | $41,787 | $91,552-54.4% | $133,956-68.8% | $79,858-47.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $39,668 | $2,384+1564.3% | $3,919+912.3% | $2,471+1505.5% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $152 | $6,321-97.6% | $8,927-98.3% | $5,306-97.1% |