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 | $25,029 | $176,056-85.8% | $159,436-84.3% | $167,490-85.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,935 | $5,297+30.9% | $4,829+43.6% | $4,837+43.4% |
| Participant deferral / active EE | $11,450 | $7,750+47.7% | $7,352+55.7% | $6,341+80.6% |
| Admin fee / account holder | $58 | $12,554-99.5% | $10,799-99.5% | $12,309-99.5% |