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 5-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 | $10,574 | $84,402-87.5% | $61,373-82.8% | $134,475-92.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -0.46% | 584.55%-585.0pp | 338.61%-339.1pp | 417.96%-418.4pp |
| Employer contribution / active EE | $4,525 | $1,544+193.0% | $1,159+290.3% | $4,740-4.5% |
| Participant deferral / active EE | $5,125 | $2,819+81.8% | $2,125+141.2% | $6,400-19.9% |
| Admin fee / account holder | $7 | $2,585-99.7% | $2,130-99.7% | $11,426-99.9% |