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 | $13,014 | $95,193-86.3% | $76,523-83.0% | $135,375-90.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,746 | $3,302+13.4% | $2,647+41.5% | $4,779-21.6% |
| Participant deferral / active EE | $9,250 | $4,639+99.4% | $3,835+141.2% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |