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 9-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 | $29,080 | $113,935-74.5% | $94,224-69.1% | $125,391-76.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $19,269 | $4,727+307.6% | $3,587+437.3% | $4,866+296.0% |
| Participant deferral / active EE | $12,300 | $5,179+137.5% | $4,320+184.7% | $5,352+129.8% |
| Admin fee / account holder | $38 | $8,391-99.6% | $6,269-99.4% | $9,540-99.6% |