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 | $21,876 | $76,000-71.2% | $154,107-85.8% | $64,186-65.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,239 | $3,351-3.3% | $5,298-38.8% | $2,381+36.1% |
| Participant deferral / active EE | $2,729 | $3,175-14.0% | $5,081-46.3% | $3,470-21.3% |
| Admin fee / account holder | $107 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |