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 3-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 | $12,249 | $110,261-88.9% | $95,745-87.2% | $139,434-91.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,349 | $3,257-27.9% | $2,835-17.1% | $4,751-50.6% |
| Participant deferral / active EE | $8,934 | $4,676+91.1% | $4,245+110.5% | $6,710+33.1% |
| Admin fee / account holder | $17 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |