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 8-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 | $39,977 | $158,817-74.8% | $121,196-67.0% | $135,375-70.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -0.18% | -0.64%+0.5pp | 16.93%-17.1pp | 519.73%-519.9pp |
| Employer contribution / active EE | $15,250 | $5,665+169.2% | $4,022+279.2% | $4,779+219.1% |
| Participant deferral / active EE | $12,250 | $4,005+205.9% | $3,344+266.3% | $5,609+118.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |