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 | $38,708 | $106,543-63.7% | $91,220-57.6% | $134,475-71.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.41% | 160.60%-160.2pp | 114.01%-113.6pp | 417.96%-417.6pp |
| Employer contribution / active EE | $13,333 | $3,331+300.3% | $2,850+367.8% | $4,740+181.3% |
| Participant deferral / active EE | $4,500 | $4,719-4.6% | $4,234+6.3% | $6,400-29.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |