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 | $15,798 | $95,416-83.4% | $185,823-91.5% | $85,850-81.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,116 | $3,314-36.2% | $5,167-59.1% | $2,565-17.5% |
| Participant deferral / active EE | $7,110 | $3,423+107.7% | $5,568+27.7% | $3,952+79.9% |
| Admin fee / account holder | $102 | $7,213-98.6% | $16,237-99.4% | $6,260-98.4% |