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 | $22,153 | $90,590-75.5% | $90,782-75.6% | $135,375-83.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,280 | $4,352+44.3% | $4,105+53.0% | $4,779+31.4% |
| Participant deferral / active EE | $16,137 | $5,407+198.5% | $5,366+200.7% | $5,609+187.7% |
| Admin fee / account holder | $7 | $7,683-99.9% | $5,908-99.9% | $10,827-99.9% |