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 7-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 | $30,058 | $117,381-74.4% | $99,443-69.8% | $152,861-80.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $19,373 | $3,013+543.0% | $2,540+662.8% | $4,762+306.8% |
| Participant deferral / active EE | $9,500 | $4,086+132.5% | $3,619+162.5% | $5,850+62.4% |
| Admin fee / account holder | $65 | $7,631-99.1% | $6,250-99.0% | $11,596-99.4% |