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 | $16,053 | $117,381-86.3% | $99,443-83.9% | $152,861-89.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,955 | $3,013-35.1% | $2,540-23.0% | $4,762-59.0% |
| Participant deferral / active EE | $13,300 | $4,086+225.5% | $3,619+267.5% | $5,850+127.3% |
| Admin fee / account holder | $4 | $7,631-99.9% | $6,250-99.9% | $11,596-100.0% |