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 7-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 | $31,993 | $95,971-66.7% | $74,550-57.1% | $135,375-76.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $936 | $2,716-65.5% | $1,961-52.3% | $4,779-80.4% |
| Participant deferral / active EE | $5,180 | $3,843+34.8% | $3,108+66.7% | $5,609-7.6% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |