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 | $58,585 | $105,181-44.3% | $159,436-63.3% | $85,850-31.8% |
| Participation rate | 94.6% | 75.8%+18.9pp | 82.8%+11.8pp | 69.3%+25.3pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $15,957 | $3,318+380.9% | $4,829+230.4% | $2,565+522.1% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $153 | $6,933-97.8% | $10,799-98.6% | $6,260-97.6% |