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 8-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 | $22,228 | $127,100-82.5% | $105,738-79.0% | $135,375-83.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $8,025 | $4,107+95.4% | $3,268+145.5% | $4,779+67.9% |
| Participant deferral / active EE | $8,025 | $5,064+58.5% | $4,080+96.7% | $5,609+43.1% |
| Admin fee / account holder | $3 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |