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 9-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 | $49,968 | $131,829-62.1% | $108,579-54.0% | $273,961-81.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $26,591 | $4,912+441.3% | $3,758+607.5% | $4,869+446.2% |
| Participant deferral / active EE | $22,000 | $5,127+329.1% | $4,311+410.3% | $5,287+316.1% |
| Admin fee / account holder | $50 | $10,252-99.5% | $7,645-99.3% | $10,132-99.5% |