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 3-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 | $10,664 | $85,022-87.5% | $70,515-84.9% | $139,434-92.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,778 | $3,909-54.5% | $2,973-40.2% | $4,751-62.6% |
| Participant deferral / active EE | $10,174 | $5,890+72.7% | $4,567+122.8% | $6,710+51.6% |
| Admin fee / account holder | $8 | $8,906-99.9% | $6,412-99.9% | $11,403-99.9% |