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 4-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 | $37,813 | $138,044-72.6% | $125,339-69.8% | $134,475-71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $22,378 | $5,243+326.8% | $4,814+364.9% | $4,740+372.1% |
| Participant deferral / active EE | $15,850 | $7,799+103.2% | $7,446+112.9% | $6,400+147.7% |
| Admin fee / account holder | $46 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |