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 9-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 | $12,724 | $90,503-85.9% | $78,689-83.8% | $273,961-95.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,977 | $3,176+56.7% | $2,851+74.6% | $4,869+2.2% |
| Participant deferral / active EE | $7,735 | $3,901+98.3% | $3,517+119.9% | $5,287+46.3% |
| Admin fee / account holder | $31 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |