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 6-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 | $16,236 | $105,931-84.7% | $81,930-80.2% | $158,922-89.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $9,005 | $7,800+15.5% | $4,310+108.9% | $4,761+89.1% |
| Participant deferral / active EE | $6,212 | $13,003-52.2% | $7,107-12.6% | $5,982+3.8% |
| Admin fee / account holder | $17 | $8,489-99.8% | $5,158-99.7% | $11,246-99.9% |