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 | $16,341 | $69,518-76.5% | $59,878-72.7% | $135,375-87.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,500 | $3,235-53.6% | $2,722-44.9% | $4,779-68.6% |
| Participant deferral / active EE | $16,500 | $4,206+292.3% | $3,402+385.0% | $5,609+194.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |