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 10-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 | $29,085 | $83,337-65.1% | $67,834-57.1% | $273,961-89.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $22,293 | $3,287+578.2% | $2,403+827.5% | $4,869+357.9% |
| Participant deferral / active EE | $6,048 | $4,088+47.9% | $3,160+91.4% | $5,287+14.4% |
| Admin fee / account holder | $2 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |