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 | $31,575 | $227,553-86.1% | $189,557-83.3% | $167,490-81.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $11,403 | $5,316+114.5% | $4,412+158.4% | $4,837+135.7% |
| Participant deferral / active EE | $8,306 | $7,002+18.6% | $6,174+34.5% | $6,341+31.0% |
| Admin fee / account holder | $39 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |