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 | $22,248 | $107,334-79.3% | $92,893-76.1% | $152,861-85.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $8,023 | $4,221+90.1% | $3,653+119.6% | $4,762+68.5% |
| Participant deferral / active EE | $10,155 | $4,845+109.6% | $4,236+139.7% | $5,850+73.6% |
| Admin fee / account holder | $68 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |