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 7-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 | $50,347 | $211,958-76.2% | $169,463-70.3% | $135,375-62.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $36,500 | $5,120+612.9% | $4,159+777.6% | $4,779+663.8% |
| Participant deferral / active EE | $18,500 | $6,075+204.5% | $5,277+250.6% | $5,609+229.8% |
| Admin fee / account holder | $164 | $11,471-98.6% | $9,109-98.2% | $10,827-98.5% |