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 4-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 | $22,260 | $88,594-74.9% | $70,092-68.2% | $134,475-83.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $12,043 | $3,233+272.5% | $2,559+370.7% | $4,740+154.1% |
| Participant deferral / active EE | $6,272 | $4,772+31.4% | $3,849+63.0% | $6,400-2.0% |
| Admin fee / account holder | $9 | $10,441-99.9% | $6,267-99.9% | $11,426-99.9% |