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 | $25,981 | $56,114-53.7% | $96,139-73.0% | $85,850-69.7% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,324 | $1,620+43.5% | $2,797-16.9% | $2,565-9.4% |
| Participant deferral / active EE | $5,327 | $2,859+86.3% | $4,349+22.5% | $3,952+34.8% |
| Admin fee / account holder | $63 | $3,768-98.3% | $5,537-98.9% | $6,260-99.0% |