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 10-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 | $42,608 | $75,935-43.9% | $60,547-29.6% | $125,391-66.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $21,275 | $3,438+518.8% | $2,419+779.4% | $4,866+337.2% |
| Participant deferral / active EE | $21,250 | $4,506+371.6% | $3,328+538.6% | $5,352+297.1% |
| Admin fee / account holder | $8 | $6,768-99.9% | $4,536-99.8% | $9,540-99.9% |