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 | $59,330 | $211,958-72.0% | $169,463-65.0% | $135,375-56.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,364 | $5,120-34.3% | $4,159-19.1% | $4,779-29.6% |
| Participant deferral / active EE | $11,231 | $6,075+84.9% | $5,277+112.8% | $5,609+100.2% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |