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 | $25,338 | $95,193-73.4% | $76,523-66.9% | $135,375-81.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $15,123 | $3,302+357.9% | $2,647+471.3% | $4,779+216.5% |
| Participant deferral / active EE | $10,693 | $4,639+130.5% | $3,835+178.8% | $5,609+90.6% |
| Admin fee / account holder | $9 | $6,249-99.9% | $4,848-99.8% | $10,827-99.9% |