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 | $8,500 | $104,106-91.8% | $71,086-88.0% | $135,375-93.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,859 | $1,485+25.2% | $1,088+70.9% | $4,779-61.1% |
| Participant deferral / active EE | $7,337 | $2,527+190.3% | $1,874+291.5% | $5,609+30.8% |
| Admin fee / account holder | $8 | $4,142-99.8% | $3,082-99.7% | $10,827-99.9% |